International Growth Outlook: Necessity Sparks Opportunity

2025-12-18 11:37:23 ET

By Elisa Mazen

Developed Markets Carry Positive Momentum into 2026

A long-awaited global equity leadership shift took hold in 2025 as policy uncertainty in the U.S. under the Trump administration spurred investors to look overseas for more predictable returns. With the U.S. pulling back from its traditional roles in global trade and security, Europe and Japan have committed to increased fiscal spending, while China has doubled down on its desire to achieve economic independence from the West. These actions helped spur most international developed and emerging markets to outperform the U.S. Whether this broad momentum will continue or if non-U.S. opportunities will become more selective is a key question entering the new year. We recently spoke with Elisa Mazen, Head of Global Growth at ClearBridge Investments, about the landscape for international equities in 2026....

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