Capital Ideas Investing Podcast

So far in 2025, non-U.S. stocks are leading U.S. markets. Is this the start of a seismic change or another head fake? Portfolio managers Diana Wagner and Chris Thomsen explore what's driving global markets and how investors can adapt. This episode is adapted from our September 25 webinar, "U.S. versus international equities: Is the tide turning?"   Topics include: Why non-U.S. markets may be poised for a comeback Key macro and policy trends shaping global equity markets How U.S. markets are broadening beyond tech Portfolio allocation strategies for a changing investment landscape   #CapGroupGlobal For full disclosures go tocapitalgroup.com/global-disclosures

 For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com.  If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights. Watch our latest podcast, Conversations with Mike Gitlin, on YouTube:  https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp