Best play on US economy? Global stocks

An employee works at a garment factory, which exports products to Europe, in Hefei, Anhui province January 19, 2015.
Reuters
An employee works at a garment factory, which exports products to Europe, in Hefei, Anhui province January 19, 2015.

2015 presents a brave new world for U.S. investors: They should be looking overseas for the best trades despite better economic growth here at home.

U.S. economic strength, central bank policy divergence and low oil prices formed the mantra for last year's U.S. stock market rallies and plummeting bond yields. Analysts expect the U.S. economy to continue growing at a slightly faster pace in 2015, with the Federal Reserve likely raising rates sometime in the second half of the year, but global stock markets may benefit more than the U.S. as their currencies weaken.

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