Ex-U.S. indexes outpace the U.S.

Chart  •  July 30, 2025

In this chart

Global stocks are gaining ground. After years of U.S.-centric investing, international equities are showing renewed strength — and investors are taking notice. YTD returns for indexes like MSCI Europe IMI and MSCI EAFE IMI are outpacing the MSCI USA IMI, signaling a meaningful shift in global equity dynamics. For advisers, this performance presents an opportunity to revisit the diversification story and investment rationale for ex-U.S. markets.

Momentum builds beyond the U.S.

Lower P/E and higher yields abroad underscore the US valuation gap

Lower P/E and higher yields abroad underscore the US valuation gap

Source: MSCI. Data as of June 30, 2025, USD gross returns. Past performance is no indication or guarantee of future performance. 

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