Join 250,000+
professionals today
Add Insights to your inbox - get the latest
professional news for free.
- Just 1 email every week
- 3-min easy reads
- Uninterrupted updates
Join 250,000+
professionals today
Add Insights to your inbox - get the latest
professional news for free.
The Changing Dynamics of U.S. and Global Market
Join our 250K+ subscribers
Join our 250K+ subscribers
Subscribe05 MAR 2025
For years, betting on U.S. stocks was a no-brainer. The S&P 500 has crushed global markets, averaging 13.8% annual returns over the last decade, while international stocks lagged at 4.9%. But here’s the twist—2025 is telling a different story. So far this year, global stocks are up 7.2%, outpacing the S&P 500’s 4.5% gain. Europe just had its strongest monthly outperformance against the U.S. market in a decade, and China’s tech stocks are roaring back, pushing Hong Kong’s market up 12%. Investors are starting to wonder—is it finally time to look beyond Wall Street?
It wouldn’t be the first time. In the 2000s, global markets outperformed the U.S. as China’s economy boomed. And right now, foreign stocks are trading at a 20-30% discount compared to pricey U.S. equities. That’s a lot of potential upside. Does this mean U.S. stocks are doomed? Not necessarily. But history shows markets move in cycles, and international stocks might be getting their turn in the spotlight. If you’ve been all-in on American stocks, it might be time to rethink your portfolio before the tide shifts.
Until next time…
Don’t forget to share this story on LinkedIn, X and Facebook
📢MYCPE ONE Insights has a newsletter on LinkedIn as well! If you want the sharpest analysis of all accounting and finance news without the jargon, Insights is the place to be! Click Here to Join
