Investing Insights: Why Global and Why Now

Here is a look as to why investors should re-think their overweights to the U.S. right now.

Since 1970, there have been five periods where the U.S. has outperformed International markets, and five periods where International has outperformed the U.S. The average cycle length for the U.S. outperforming is 68.6 months with an average outperformance over International markets of 79%. Our current U.S. outperformance cycle is over 107 months, the longest we’ve seen since 1970 (as far back as the data goes).

PDF imageWhy Global and Why Now

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