Why investors shouldn't overlook international markets
ARTICLE SUMMARY
International markets are outperforming after years of neglect - US investors have focused domestically for the past decade, but international equities in Europe, Asia, and Latin America are now showing strong performance that's been overlooked.
Broad-based international outperformance is emerging - Jim Carroll notes positive performance across multiple regions including Europe (despite local skepticism), Latin America (driven by commodities and Asian relationships), and Japan (particularly with currency-hedged strategies).
The "US exceptionalism trade" has faded - What started as a dominant US market theme earlier in the year has weakened due to tariff concerns and market impacts, creating opportunities for international diversification.
Metals and mining sector showing strong momentum - While gold has performed well for years, the mining companies and metals sector (represented by ETF XME) surged over 10% in June alone, representing a newer trend worth monitoring.