With international markets posting impressive 30% gains throughout 2025, portfolio strategists are increasingly pivoting toward geographic diversification. The parallel weakness in the US dollar—a significant tailwind for non-US assets—is creating compelling opportunities for investors looking to reposition their holdings beyond domestic markets.

According to veteran fund managers, this dual trend of strong international performance and currency headwinds presents a strategic inflection point. As we head into 2026 and beyond, the calculus for global asset allocation has shifted. Dollar weakness makes foreign investments more attractive on a relative basis, while the outperformance of international equities demonstrates genuine economic momentum in developed and emerging markets alike.

The implication is clear: investors sitting heavily weighted toward US-centric portfolios may want to reassess their geographic exposure. Whether through developed market equities, emerging market plays, or alternative assets, the case for going global has arguably never been stronger. The combination of international gains and structural currency dynamics creates the kind of environment that typically rewards diversified, globally-minded allocators.