The global stock markets in 2025 remain robust amidst challenges such as trade tariffs and geopolitical crises, showing remarkable price gains. The dynamics of return sources have significantly shifted.
Development of the MSCI World Index by 2025
- The MSCI World Index, which reflects the performance of major industrialized countries, has achieved an average annual return of 8 to 9.7 percent since 1970, indicating a strong long-term development.
- While the USA traditionally represents a large portion of the market capitalization in the MSCI World Index, current analyses reveal short-term fluctuations among individual countries.
Countries with High Returns Outside the USA
- Despite the dominance of the USA, many other global markets are experiencing remarkable price gains this year.
- Especially European countries and some emerging markets currently offer attractive return opportunities.
- Dividend-rich European companies, such as Shell or Vodafone, offer dividend yields of 2% to over 10%, attracting investors.
Significance for Private Investors and Savers
- Private investors should recognize that a sole focus on the US market is no longer the best strategy.
- A broadly diversified portfolio that includes different regions can leverage the potential of the most active growth areas.
- ETFs tracking the MSCI World Index remain a stable investment base, while regional and specialized funds might offer higher short-term opportunities.
Conclusion
In 2025 it becomes evident that other regions, alongside the USA, are offering increasingly higher returns, particularly Europe and selected emerging markets. Private investors should adjust and diversify their portfolios in response to this development to fully exploit the potential of the current global markets.
This assessment is based on market analyses up to mid-2025 as well as historical data on the MSCI World Index.