BofA Research Says: 2026 Marks "New World Order" for International Stocks

2026-03-05 14:23:00 ET

Many American investors might not realize it, but so far in 2026, the U.S. stock market has not been the strongest in the world. Year to date, the S&P 500 is basically flat (up about 0.5%), and the tech-heavy Nasdaq-100 has fallen 1.2%. Both have been soundly outperformed by the Vanguard Total International Stock ETF (NASDAQ: VXUS) , which is up 11% year to date.

What's driving the strong performance of international stocks ? Let's look at why investors might want to buy non-U.S. stocks in 2026.

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