The London Company International Equity Vs. MSCI EAFE Q2 2025 Commentary

2025-08-07 08:10:00 ET

Market Update

Global equity markets rallied and broadened in 2Q, with strong gains across developed and emerging markets. The quarter started with volatility following the April 2nd “Liberation Day” tariff announcement by the U.S. administration. Global markets sharply plunged but quickly reversed course as deadlines were pushed out to allow for negotiation avoiding the worst-case outcome. Trends established in 1Q continued, rising global equity markets and a weaker U.S. Dollar—bolstering international market returns. In developed markets, MSCI World index gained 11.5%. International markets outpaced the U.S. market with the MSCI EAFE posting an 11.8% return, enhanced by a weak U.S. Dollar that contributed 7.0% of the quarterly return. On a YTD basis, MSCI EAFE returned 19.4% far outpacing the U.S. After a tough Q1, U.S. markets returned to growth with the S&P 500 10.9% return bringing the YTD return to 6.2%....

Read the full article on Seeking Alpha

For further details see: