Core Insights - The Vanguard International High Dividend Yield ETF (VYMI) focuses on international companies with higher-than-average dividend yields and has outperformed major U.S. indices over the past year [2][9] - The fund has delivered average annual returns of 23.1% over the past three years and 11.7% since its inception in February 2016, indicating strong growth potential [2][10] Fund Overview - VYMI holds 1,535 stocks globally, primarily large companies and value stocks, with top holdings including pharmaceutical firms and global consumer brands like Nestlé and Toyota [5] - The geographical distribution of the fund's investments includes 43.6% in Europe, 26.4% in the Pacific, 21.1% in emerging markets, and 7.9% in North America, with Japan and the UK being the top two countries represented [6] Financial Metrics - The current price of VYMI is $94.68, with a day's change of 1.74% [7] - The fund has a low expense ratio of 0.07%, meaning a fee of $0.70 per year for every $1,000 invested [8] Investment Potential - If an investor contributes $500 monthly to VYMI, the investment could grow to approximately $218,000 after 15 years, $417,000 after 20 years, and over $1 million after 28 years, assuming an average annual growth rate of 11.7% [10]

Group 1 - The CEO of DoubleLine Capital, Jeffrey Gundlach, predicts that the Federal Reserve will maintain interest rates unchanged for the remainder of Powell's term, emphasizing that inflation is not as concerning as previously thought and unemployment rates are stabilizing [1][2] - The Federal Reserve's current federal funds rate is held steady at a range of 3.5% to 3.75%, with economic activity expanding at a robust pace and signs of stabilization in the labor market [1] - The probability of a rate cut at the upcoming April meeting is approximately 26%, while the likelihood of maintaining the current rate is as high as 74% [3] Group 2 - Gundlach agrees with Powell's view that the conflict between the dual mandate of price stability and full employment is easing, suggesting that Powell is paving the way for this [2] - Gundlach recommends that investors consider allocating 30%-40% of their portfolios to unhedged international stocks, which may benefit from local currency appreciation against the dollar [2] - Oxford Economics' Chief U.S. Economist, Michael Pearce, anticipates that the Federal Reserve will remain on hold, with current rates close to neutral and labor market conditions stabilizing, predicting potential rate cuts in June and September under the next chairperson [5]

Group 1 - The core viewpoint is that the Federal Reserve is expected to maintain interest rates unchanged during Chairman Powell's remaining term, as indicated by Jeffrey Gundlach, CEO of DoubleLine Capital [1] - Gundlach emphasizes that while inflation has slightly increased, it is not as concerning as previously thought, and the unemployment rate is stabilizing [1] - The Federal Reserve has kept the federal funds rate unchanged in the range of 3.5% to 3.75%, with a statement indicating steady economic expansion and stable unemployment [1] Group 2 - Powell has only two policy meetings left in his term, scheduled for March and April, before a new chairman may take over in June, which limits the window for potential rate cuts [2] - Despite Gundlach's negative outlook on rate cuts during Powell's term, the market still anticipates two 25 basis point cuts by the end of 2026, as indicated by CME FedWatch [3] - This divergence in views suggests that short-term interest rate expectations may stabilize, while there remains potential for policy adjustments in the medium to long term, requiring asset pricing to balance between prolonged high rates and limited future cuts [3] Group 3 - Gundlach recommends investors allocate 30% to 40% of their portfolios to unhedged international stocks, which could benefit from local currency appreciation against the dollar [3]

Core Insights - Atwater Malick disclosed a purchase of 42,862 shares of the iShares MSCI ACWI ex U.S. ETF, valued at approximately $2.84 million, indicating a strategic investment in international equity markets [1][2]. Fund Overview - The iShares MSCI ACWI ex U.S. ETF has an Assets Under Management (AUM) of $7.87 billion and a current price of $70.15, reflecting a 32% increase over the past year [4][5]. - The ETF offers a yield of 2.8% and has achieved a total return of 32.48% over the last year, making it an attractive option for investors seeking international diversification [4]. Investment Strategy - The fund aims to track the MSCI ACWI ex U.S. Index, providing exposure to both developed and emerging markets outside the United States, with at least 80% of assets invested in component securities of the underlying index [7]. - The portfolio consists of approximately 1,750 large- and mid-cap companies, with significant exposure to financials, industrials, and global technology sectors [9]. Recent Transactions - Following the recent purchase, the fund's holding in ACWX rose to 4.2% of its 13F reportable assets, indicating a strategic allocation towards international equities [2][3]. - The transaction appears to serve as a counterweight to existing U.S. mega-cap holdings, suggesting a balanced approach to asset allocation amid changing market conditions [6].

Core Insights - The article discusses the positive outlook for international stocks in 2026, highlighting robust earnings, economic growth, and attractive valuations compared to the S&P 500 [2] - It emphasizes the potential for diversification away from the tech-heavy S&P 500, suggesting that international stocks are an appealing alternative for investors [2] Economic Context - Several international economies are expected to implement significant fiscal stimulus, which is anticipated to enhance stock market performance [3] - Germany's fiscal spending is projected to increase, with a focus on a €500 billion infrastructure fund and raising defense spending to 3.5% of GDP by 2029 [3] - Japan has announced its largest stimulus package since the pandemic, totaling ¥21.3 trillion (approximately $136 billion), aimed at inflation relief for key industries such as AI, semiconductors, and shipbuilding [4] Investment Methodology - The list of the 10 Best Non-US Stocks to Buy According to Hedge Funds was curated using the Finviz stock screener, WSJ, and Insider Monkey's Q3 2025 database [6] - Stocks were ranked based on the number of hedge fund holders, with market capitalization data sourced from the Wall Street Journal [6] Stock Highlights - **Shell plc (NYSE:SHEL)**: - Market Capitalization: $204.91 billion - Number of Hedge Fund Holders: 48 - Announced a final investment decision on its waterflood project at Kaikias field, expected to increase recoverable resource volumes by approximately 60 million metric barrels of oil equivalent [8][10] - Wall Street maintains a bullish outlook, with a Buy rating and a price target of £2,686.5 from Goldman Sachs and Barclays [12] - **Novo Nordisk A/S (NYSE:NVO)**: - Market Capitalization: $224.04 billion - Number of Hedge Fund Holders: 50 - Received a positive opinion from the European Medicines Agency for a higher dosage of Wegovy, showing improved weight loss results of around 20.7% at 72 weeks [14][15] - The stock has a cautious outlook from Wall Street, with a Hold rating and a price target increase from $47 to $54 by HSBC [17]

Core Insights - U.S. stocks, particularly large-cap stocks, have shown strong performance over the past decade, with the S&P 500 index achieving a 15.3% annualized return, while the MSCI World ex-USA Index returned 8.4% [1] - In contrast, during the first nine months of the current year, the MSCI World Index outperformed the S&P 500, returning 25.3% compared to 14.8%, suggesting potential for international stocks to continue outpacing U.S. equities [2] ETF Analysis - The Vanguard Total International Stock ETF (VXUS) tracks the FTSE Global All Cap ex US Index, investing in 8,700 stocks with significant allocations in Europe (38%), Pacific (25.4%), and emerging markets (27.6%) as of September 30 [5] - The Vanguard Total International Stock ETF returned 26.6% for the first nine months of the year and has a 10-year annualized return of 8.3%, with a low expense ratio of 0.05% compared to the average of 0.85% for similar funds [6][7] - The Vanguard FTSE Europe ETF (VGK) aims to replicate the performance of the FTSE Developed Europe All Cap Index, including companies across various market caps in major European markets [10]

Core Insights - Japan's foreign stock purchases for the week ending July 4 amounted to a net sell of 512.7 billion yen, a significant decrease from the previous value of 190.6 billion yen [1] Summary by Category - **Foreign Investment Trends** - The recent data indicates a shift in Japan's investment strategy, with a notable outflow from foreign stocks [1] - **Comparative Analysis** - The current week's foreign stock purchases represent a drastic change, moving from a positive inflow of 190.6 billion yen to a substantial outflow of 512.7 billion yen, highlighting a potential shift in market sentiment [1]