Skip to Main Content

Will the Nascent Shift in Equity Market Leadership from US to Non-US Equities Persist?

Answers to our clients’ questions about market action and the market environment in a few paragraphs every two weeks. Prospects for a continued turn in the cycle look promising. US outperformance relative to other developed markets peaked in November 2016, as the chart below shows, raising the prospect that the cycle has indeed turned. US […]

July 2017