International Stocks – A Portfolio’s Missing Piece?

About this episode

The episode discusses the potential benefits of international stock diversification in light of recent market performance trends.

As of late May, the US ranks 39th out of 44 global stock markets—firmly in the bottom 15%. Meanwhile, international markets are gaining momentum, with 7 of the top 10 performing countries located in Europe. This performance gap appears to be supported by improving fundamentals, favorable currency trends, and rising earnings expectations across the region. Can it continue? In this episode of Simple, But Not Easy, host Nick VanDerSchie is joined by Morningstar’s Paul Tait and international equity portfolio manager Nabil Salem to explore why now may be the right time to take a fresh look at international diversification. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

People in this episode

Host: Nick VanDerSchie

Guests: Paul Tait, Nabil Salem

Topics covered

• international stocks
• portfolio diversification
• market performance
• currency trends
• earnings expectations

Keywords

• international stocks
• portfolio management
• market trends
• currency
• earnings

Mentioned in this episode

Organizations: Morningstar

Places: US, Europe

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