U.S. stocks had been outperforming the world for years heading into 2025. Now, some investors are changing their investment strategy to boost their international exposure. Although global diversification may be a good move as U.S. markets come under pressure, CNBC Financial Advisor Council members caution against chasing returns. Some investors accustomed to the dominance of U.S.
U.S. stocks had been outperforming the world for years heading into 2025. Now, some investors are changing their investment strategy to boost their international exposure. Although global diversification may be a good move as U.S. markets come under pressure, CNBC Financial Advisor Council members caution against chasing returns. Some investors accustomed to the dominance of U.S.
U.S. stocks had been outperforming the world for years heading into 2025. Now, some investors are changing their investment strategy to boost their international exposure. Although global diversification may be a good move as U.S. markets come under pressure, CNBC Financial Advisor Council members caution against chasing returns. Some investors accustomed to the dominance of U.S.
Trade wars reshape global investment flows, so it’s no surprise that President Donald Trump’s April 2025 tariff announcement sent investors worldwide scrambling to rethink their U.S. equity positions. The potential for prolonged economic fragmentation, supply chain disruptions, and declining corporate margins fundamentally shifted the thesis that had driven foreign investors to hold 17% of U.S.
U.S. stocks had been outperforming the world for years heading into 2025. Now, some investors are changing their investment strategy to boost their international exposure. Although global diversification may be a good move as U.S. markets come under pressure, CNBC Financial Advisor Council members caution against chasing returns. Some investors accustomed to the dominance of U.S.
Companies generate revenue by selling something. The soundest businesses pay off their bills, invest in capital projects, and end up with free cash flow (FCF). One way to use this FCF is for management teams to repurchase shares of stock. This is generally viewed as a value-accretive endeavor as fewer shares means shareholders own a
Nvidia (NVDA -9.37%) shares fell more than 7% on Wednesday morning, after the company disclosed new export restrictions on its artificial intelligence (AI) chips. Specifically, the company must now obtain licenses from the U.S. government to sell its H20 processors in China. However, Nvidia doesn’t expect those licenses to be forthcoming. The company plans to
C.H. Robinson (NASDAQ:CHRW) revealed Wednesday it has executed more than 3 million shipping tasks through its proprietary generative AI agents. “Each additional shipping step we’ve automated beyond those has created new leaps in efficiency for global supply chains and freed our people to do more high-value work for our customers,” said Arun Rajan, chief strategy
A new survey shows investors haven’t felt this dour on the economy in decades, another sign of how heavily Donald Trump’s trade war is weighing on sentiment. As part of its weekly Global Fund Manager survey, Bank of America took the pulse of 164 fund managers with $386 billion of assets under management. As shown
Chinese President Xi Jinping told Vietnam that it should join China in opposing “bullying acts” on trade during the first leg of his tour of Southeast Asia on Monday. Xi arrived in Vietnam on Monday, where he met with Vietnam’s Communist Party General Secretary To Lam, making the case that the two countries “have brought