US equity leadership: relic of the past or status quo?

15.11.2023 13:48 - Schroder Investment Management (Switzerland) AG (LUX & CH)

US equity leadership: relic of the past or status quo?

Investors are confronting a new market playbook amidst the 3D reset of deglobalization, decarbonization, and changing demographics. A lot of familiar investment rules are at risk, and we look at whether the US stock market’s post-GFC outperformance is one of them.

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