The Great Rotation out of the U.S. toward other markets is still in motion, says strategist

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Last Updated: June 27, 2025 at 5:32 a.m. ET
First Published: June 27, 2025 at 5:30 a.m. ET

The trend toward diversifying from U.S. stocks to overseas equities is set to accelerate over the next six to 12 months.

That’s the call of MRB Partners, an independent strategy firm, who believe the concentration of portfolios in U.S. stocks is top-heavy and should be rebalanced toward Europe, Japan and emerging markets.

About the Author

Jules Rimmer is a markets reporter in London.Rimmer spent more than 30 years as a trader and stockbroker in financial markets, starting at Salomon Brothers in the Liar's Poker era, taking in ING Barings, Jefferies and ending it in emerging markets at Investec. He hung up his headset and pivoted to journalism in 2021.

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