Latest news with #nonUSstocks
Yahoo
11-08-2025
- Automotive
- Yahoo
Why quality non-US stocks are the 'cream of the crop'
Richard Bernstein Advisors (RBA) CEO Rich Bernstein joins Market Domination with Yahoo Finance Markets Reporter Josh Schafer and Interactive Brokers chief strategist Steve Sosnick to explain why he recommends quality non-US stocks that have been overlooked. To watch more expert insights and analysis on the latest market action, check out more Market Domination. What are the other companies then, Rich? W- Where do you have your your eyes set on? So for me personally, I think I think the cream of the crop of the companies that are uh growing the same or better and people are ignoring would be quality stocks outside the United States. Look, let's let's set the stage here for a second. I don't think most people realize that the Euro stocks index is up about 20 something percent this year. Germany is up 30 something percent in US dollar terms versus Nasdaq up 9 to 10. Right? So the backdrop is you've already got a lot of performance going on that nobody cares about, but if you look at non-US quality, their growth rate, their anticipated growth rate is the same in some cases better than the MAG 7. They give you 10 times the dividend yield, basically 0.3 versus three, and they're selling at discounts of 30 to 50%. So Josh, the way I'd like to think about it is, if you could buy a Maserati for the price of a Chevy, wouldn't you do it? I think you probably would, and I think you'd probably ask me for two or three of them. Well, that's basically what's going on as the Maseratis are on sale. But Rick, you recently contributed to our Yahoo Finance chart book and so too did Steve Sosnick who's sitting next to me and you just hit on essentially exactly what Steve and I talked about during that project. Steve, you highlighted international stocks, right? And you you pointed out that rally. I mean, what do you make of sort of that side of the trade? Is there still more opportunity given the rally that we've seen outside of the US? Is that an area that you'd still be looking for? I would be, because for the for the reasons uh Rich just said. I mean, there there's a there are a lot of stocks that have been overlooked for years, and certainly you can't one thing you can't say about the the MAG 7 and friends is that they've been overlooked. Everybody everybody who's anywhere, thanks to um just their weights and indexes and FOMO and all these other factors, have been investing in them. So um yes, if you can if you can find these alternatives outside the US or or wherever, well, you know, even in the US, but but generally there's there's more of them outside the US. People have gotten um more tuned to that, um I think, you know, as the as the calendar turned, uh but that trade is not over yet. There there's still there's still plenty of value out there. I'm certainly not going to argue with that.
Yahoo
07-07-2025
- Business
- Yahoo
Investors piled into non-US ETFs at the second-fastest pace ever in June. These are the 2 types of funds they're buying most.
Non-US stock ETFs saw over $20 billion in inflows in June, a near-record high. The surge in non-US stock investments is driven by global investors fleeing US markets. Trump's tariffs and tax policies have weakened the US dollar, boosting non-US stocks. The rise in "sell America" chatter this year seems to have been matched by investor appetite for non-US stocks. Flows into non-US exchange-traded funds hit more than $20 billion in June, the second-highest monthly amount ever, according to data from State Street. The flows into non-US stocks accounted for 45% of all flows, significantly higher than the rolling 12-month average of around 17%. The breadth of flows into non-US-focused funds was also wide. "80% of non-US equity ETFs had inflows in June — above the normal hit rate of 74%," Matthew Bartolini, head of Americas ETF research at the firm, said in a June 30 note. "Comparatively, only 53% of US equity exposures had inflows in June versus their usual 59% monthly hit rate." Flows into two types of non-US ETFs were particularly high: developed market funds and emerging market funds. $12.5 billion went into developed-market funds, while $6.8 billion flowed into the latter. Examples of funds with exposure to these trades might include the iShares Core MSCI EAFE ETF (IEFA), the SPDR Portfolio Developed World ex-US ETF (SPDW), the Avantis Emerging Markets Equity ETF (AVEM), and the Vanguard Emerging Markets Stock Index Fund ETF (VWO). The heightened flows into international stocks aren't much of a surprise. Global investors have been on edge about US assets in recent months as the Trump administration placed near-universal tariffs on imported goods, a move which tanked the US dollar, sent bond yields soaring, and caused soaring volatility in stocks. In recent weeks, investor concerns about Trump's "Big, Beautiful Bill" and its impact on the federal debt and budget deficit have further fueled the "sell America" sentiment. Trump's "policies raise the question of how long US asset exceptionalism can last and place more pressure on Fed policymakers to ease while creating a stronger impulse for non-US central banks to offer stimulus — adding liquidity and supporting growth in those regions," Bartolini wrote. Read the original article on Business Insider
Independent Singapore
20-06-2025
- Business
- Independent Singapore
Singapore family offices pivot investment amid global volatility
SINGAPORE: Family offices (FOs) worldwide, including those based in Singapore, are set to diversify their investment portfolios. This is according to the 2025 Global Family Office Survey by US multinational investment firm BlackRock, which responds to rising tariff tensions and a potential US economic slowdown. This will drive further investment in non-US developed market stocks. The survey, which included FOs that oversee Singapore's estimated S$5.4 trillion in assets under management (AUM), indicates a clear shift away from traditional US-focused investments. The spectre of US tariffs on the horizon, plus indications of a possible economic downturn, have led 62% of FOs to focus their attention on European and Japanese equities and away from the traditional focus on US equities, bonds, and cash assets. They are seen as a strong hedge, due to generating stable returns amid uncertainties and US market volatility. The move by FOs worldwide comes amid growth in Singapore's FO sector. The city-state saw over 2,000 single-family offices (SFOs) operating there at end-2024, up from 400 SFOs in 2020. Singapore's central bank is promoting a diversification push. Incentives like the Section 13O and 13U tax schemes are meant to foster an environment where FOs can explore alternative assets. Beyond equities, FOs surveyed are also looking to channel investments into fixed-income securities and private markets, such as private equity and real estate. 51% of FOs are optimistic about private credit — non-banking debt that is privately traded, while 75% are bullish on infrastructure. Lili Forouraghi, Head of Family Office, Healthcare, Endowment and Foundations for BlackRock in the US, commented: 'The sustained demand and interest in private credit and infrastructure from family offices is a testament to the illiquidity premia and differentiated return opportunity in the current investment landscape.' 'Access to opportunities and the right strategies continue to rise in importance as these asset classes evolve from niche strategies to the cornerstone of client portfolios,' he added. However, analysts caution there are risks ahead. Europe has to contend with energy price volatility and geopolitical tensions, which 84% of FOs consider critical. Meanwhile, the long-term growth prospects for Japan are limited by ageing demographics. Overall, the trend benefits Singapore due to its safe-haven status. The US-China trade tensions and their impact mean Singapore's neutrality, stability and governance framework position it as a destination for reallocating capital.
