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

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U.S. versus non-US equities: Is the tide turning?

Capital Ideas podcast