All topics
Monthly Chart Pack: U.S. stocks vs international equities
Is it time for investors to diversify away from U.S. markets?
The S&P 500 has seen better years than 2025 – at least in terms of volatility. After a steep decline following President Trump's tariff announcements in April, the U.S. market recovered, in part driven by speculation and in part by helpful macro tailwinds. However, investors have already started looking elsewhere for their equity exposure. Explore this latest chart pack to find out why.
RELATED CONTENT
Emerging Markets: Winners and Losers from Tariff Shifts (Franklin Templeton)
| 10 Sep 2025Franklin Templeton Emerging Markets Equity discusses recent developments in emerging markets, specifically examining the impact of tariffs on Indian…
Unlocking Value in Asian Short Duration Bonds (Invesco)
| 10 Sep 2025One of the key considerations in bond investing is duration risk – a measure of how sensitive a bond or a bond portfolio is to changes in interest…
A Season of Change? Navigating Economic Winds (Amundi)
| 10 Sep 2025During this webinar, our experts Vincent Mortier, Group Chief Investment Officer, and Monica Defend, Head of Amundi Investment Institute & Chief…
Making the Case for U.S. Smaller Companies (Fidelity International)
| 10 Sep 2025This year's rockier road for equity markets has focused minds on issues of valuation, concentration and exposure to geopolitical tensions that…
Weak Dollar, Strong Emerging Markets (Invesco)
| 10 Sep 2025The “dollar smile” is the idea that the U.S. dollar appreciates both when U.S. growth is exceptional and corporate earnings are high, but also when…