Loading…
Loading…
For years, investors buying international stocks have battled two problems: American markets outperforming and a dollar that kept climbing. New moves by the U.S. Treasury suggest the second problem may not stick around forever.
Half of the financial advisors who tuned into an August 20 webcast said they're still underweight international stocks. Another 42% said they're already diversified enough.
For 11 of the 12 years following the 2008 financial crisis, U.S. stocks beat international markets. But that trend has flipped: Over the past four years, international equities have taken the lead.
The prolonged zero-interest-rate environment that provided massive tailwinds for U.S. markets is shifting as central banks adjust policy and global interest rates normalize. Global capital costs are rebalancing, creating a compelling backdrop for investors to reevaluate international equities.
A shrinking pool of stocks is powering most of Wall Street's gains, making international equities worth a fresh look, according to Thornburg Investment Management. That shift is unfolding in the second half of 2026.
On June 23, Thornburg expanded its active ETF lineup with the launch of the Thornburg Premium Income Builder ETF (THOR). The fund targets dividend paying equities at the global level and pairs them with an options strategy that generates income.
Cascade Investment Group Inc. bought a new stake in shares of Thornburg International Equity ETF (NASDAQ: TXUE) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 19,645 shares of the company's stock, valued at approximately $597,000. Cascade Investment
Fermata Advisors LLC lifted its holdings in shares of Thornburg International Equity ETF (NASDAQ: TXUE) by 65.5% during the undefined quarter, according to its most recent disclosure with the SEC. The fund owned 129,460 shares of the company's stock after purchasing an additional 51,225 shares during the period. Thornburg International Equity ETF accounts
SEC filings for TXUE aren't indexed yet — common for recently launched funds. Browse the issuer's filings on SEC EDGAR directly.