Story perspectives

Advisors Shift Focus to Global Stocks Amid U.S. Concerns

6/12/2025

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Summary

Story summary

A survey by Interactive Brokers shows 42% of independent advisors are increasing investments in non-U.S. equities due to tariff and debt concerns.
40% have decreased their U.S. stock exposure, with 62% expressing a more bearish outlook than last year.
Advisors are shifting portfolios towards international securities, with some firms boosting their international equity allocations.
Despite market fluctuations, 61% of advisors maintain confidence in business growth for the year.

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Story summary

A survey by Interactive Brokers shows 42% of independent advisors are increasing investments in non-U.S. equities due to tariff and debt concerns.
40% have decreased their U.S. stock exposure, with 62% expressing a more bearish outlook than last year.
Advisors are shifting portfolios towards international securities, with some firms boosting their international equity allocations.
Despite market fluctuations, 61% of advisors maintain confidence in business growth for the year.