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Use these market charts to support your conversations with clients about asset-allocation opportunities.

Consider International Equities for Your Clients

September 28, 2026

Earnings are the long-term engine of equity markets, underscoring why the double-digit earnings growth of the STOXX Europe 600 for the first half of this year is noteworthy.

Bar chart showing STOXX Europe 600 YOY growth rate

Key takeaways:

  • Global economic acceleration, fiscal expansion, recovering earnings growth—see the chart, attractive relative valuations, and the potential for a stable U.S. dollar may support a favorable outlook for European equities.1
  • This doesn’t guarantee the outperformance of European stocks versus U.S. stocks over the short term. However, history does suggest that globally diversified portfolios have the potential to offer strong risk-adjusted returns over the long term.2
  • When exploring diversification opportunities for your clients, remember that Schwab Asset Management® offers a range of international equity mutual funds and ETFs, including ones based on the Fundamental Index® methodology.
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1 Schwab Center for Financial Research, "European Stocks: Reasons to Reconsider," published 09/14/26; accessed 09/15/26: https://www.schwab.com/learn/story/european-stocks-reasons-to-reconsider.

2 Ibid.

Risk-adjusted return—An investment’s return relative to its required risk, often expressed as a ratio. For example, the Sharpe ratio is a commonly used gauge of risk-adjusted return.

STOXX Europe 600—A stock market index tracking 600 large-, mid-, and small-cap companies across 17 European countries, representing approximately 90% of the free-float market capitalization of the European equity market.

Sources: Schwab Center for Financial Research®; LSEG I/B/E/S, STOXX Europe 600 year-over-year earnings growth rate, data as of 09/03/26. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For additional information about the indices and terms shown, please visit www.schwabassetmanagement.com/resources/glossary.

Past performance is no guarantee of future results.

Investing involves risk, including loss of principal. The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

International investments involve additional risks, which include differences in financial accounting standards, currency fluctuations, geopolitical risk, foreign taxes and regulations, and the potential for illiquid markets.

All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.

Diversification strategies do not ensure a profit and do not protect against losses in declining markets.

There can be no assurance that the Fundamental Index® methodologies will achieve their desired outcomes. Each investing strategy brings with it its own set of unique risks and benefits.

The Schwab Center for Financial Research® is a division of Charles Schwab & Co., Inc.

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