The post-pandemic market reality accentuates the attractiveness of the US stock market. Similar to the period after the Great Financial Crisis, we believe the medium-to-long-term landscape once again favors companies with records of large-cap secular growth, stability and defensiveness. These characteristics define a much higher proportion of the US market relative to the rest of the world resulting in what we believe may be a more optimistic outlook for US equities.
Specifically, The Case for US Equities in Global Portfolios is built on the premise that unlike other markets, the S&P 500 is not particularly analogous to the US economy. Rather, it is a collection of the best and most profitable companies in the world. The US economy is not the US stock market!
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