The Investing Opportunities We See Outside the US

Описание: Ken Fisher, founder, Executive Chairman and Co-Chief Investment Officer of Fisher Investments, explains why non-US stocks are outperforming US stocks in 2025. Ken believes part of the reason is that investor concerns about potential tariffs hurting the US economy have contributed to a shift of capital to non-US markets. He also highlights how improving bank lending activity outside the US is supporting European markets—especially banking and industrial sectors that benefit most from increased access to capital. Watch as Ken explains why he expects these trends to continue to favour non-US stocks for the foreseeable future.

For more of Fisher Investments thoughts on the markets, visit us at https://www.fisherinvestments.com/en-gb.

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This commentary constitutes the general views of Fisher Investments UK and Fisher Investments, and should not be regarded as personalised investment or tax advice or as a representation of their performance or that of their clients. No assurances are made that they will continue to hold these views, which may change at any time based on new information, analysis or reconsideration. In addition, no assurances are made regarding the accuracy of any forecast made herein. Not all past forecasts have been, nor future forecasts may be, as accurate as any contained herein. Fisher Investments Europe Limited, trading as Fisher Investments UK, is authorised and regulated by the UK Financial Conduct Authority (FCA Number 191609) and is registered in England (Company Number 3850593). Fisher Investments Europe Limited Headquarters: Level 18, One Canada Square, Canary Wharf, London, E14 5AX Fisher Investments Europe Limited’s parent company, Fisher Asset Management, LLC, trading under the name Fisher Investments, is established in the USA and regulated by the US Securities and Exchange Commission. Investment management services are provided by Fisher Investments. Investing in financial markets involves the risk of loss and there is no guarantee that all or any capital invested will be repaid. Past performance neither guarantees nor reliably indicates future performance. The value of investments and the income from them will fluctuate with world financial markets and international currency exchange rates.