Shownotes Transcript
Two Morningstar research leaders join Investing Insights to discuss whether US investors should consider international stocks and fixed income. They are Dominic Pappalardo, chief multi-asset strategist, and Philip Straehl, chief investment officer for the Americas, for Morningstar Wealth, part of registered investment adviser, Morningstar Investment Management.
Key Takeaways:
How the Markets Have Been Handling Volatility in 2025
Why Economic Data Has Stayed More Stable Than the Markets During Volatility
Why the Timing and the Scale of the Tariffs Were a Shock to the Market
Will International Stocks Outperform US Stocks?
Why Now Is the Time to Check Your International vs US Stock Allocation
Should Investors Broaden Their International Stock Exposure?
Why Global Consumer Stocks Are Poised to Perform Well During Market Volatility
How Rising Yields in Fixed Income Can Create Opportunities for Investors
How the Shape of the Yield Curves Have Shifted
How US Investors Can Mediate US Dollar Weakness With International Equity Exposure
Key Takeaways on the US Market Outlook vs International Market Outlook
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