In this video I take you through a topic from a recent edition of the Weekly Macro Themes, which is the flagship report of our core institutional service.
Covered in the video is the outlook for US vs Global ex-US Equities, specifically:
-Valuations: where things sit vs history
-Valuations: the difference between the US vs the rest of the world
-Relative price performance: long-term cycles and an overdue turn
-Longer-term capital market assumptions and the implications for forward-looking relative performance in the coming years
-The influence/relationship of relative performance and the US dollar
-Rising risks and possible catalysts for a turning point
Let me know what you think in the YouTube video comments section, I'd love to hear your take and indeed your feedback on both the video, charts, and conclusions.
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