A growing number of independent financial advisors are changing their investment strategies by decreasing client exposure to U.S. equities while increasing holdings in international stocks, according to the 2025 Advisor Sentiment Survey published by Interactive Brokers.
The survey, which gauged sentiment among advisory professionals, found that 42% of respondents are directing more investments toward non-U.S. stocks. Concurrently, 40% report reducing their clients’ allocations in U.S. equities. These shifts in portfolio strategy highlight a broader cautionary stance in light of prevailing market conditions.
A key driver of this realignment is an increasingly bearish outlook among financial advisors. According to the survey, 62% of the professionals expressed a more pessimistic view of the U.S. markets, citing concerns ranging from macroeconomic uncertainty to high equity valuations and geopolitical instability.
The move towards greater international diversification reflects a desire to mitigate risk and seek growth opportunities in global markets that may offer more attractive valuations or economic fundamentals. Advisors are responding to clients’ needs for balanced portfolios that are resilient to potential downturns in the U.S. market.
These findings underscore the evolving strategies among financial professionals as they adapt to shifting economic narratives and investor sentiments while aiming to safeguard and grow client wealth in a changing investment landscape.
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