Is 2025 ‘Buy America’ Credo Too Consensus To Be Right?

If you chart the relative performance of US equities versus global shares excluding US stocks, you get a chart that looks like a hill you wouldn't want to climb. The post-pandemic years (and the phenomenon obviously dates back much further than that if you pan out) were defined by US dominance with only fleeting periods of RoW outperformance, raising all sorts of existential questions. As the figure below reminds you, the situation when quasi-vertical in the lead-up to, and following, the 2024

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