Is the U.S. market’s steady outperformance about to turn?
Regional or country allocations are one of the primary decisions that asset allocators need to actively take. Especially within the developed market universe it is certainly not a straightforward one, due to the leading position of the U.S. equity market and its significance for other equity markets.
A most striking observation, however, is the relative outperformance of the U.S. equity market during the last decade.
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