OPPORTUNITY NOW: Unlock a World of Potential Through International Investing

Morgan Stanley

Kristian Heugh, Maria Vellante

Article

4 Pages

Morgan Stanley highlights how global markets are becoming less U.S.-centric, creating more opportunities for investors willing to look abroad. International equities offer diversification and access to mispriced companies, especially as global economic influence continues to broaden beyond the U.S.

Key Takeaways

Global Opportunity Set Large: About 80% of companies in the MSCI ACWI are outside the U.S., representing nearly 2,000 names.
Market Concentration Elevated: The top 10 stocks account for roughly 25% of global market capitalization.
Diversification Benefits Clear: International equities provide exposure across Asia, Europe, and Latin America with differentiated sector opportunities.
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