Has US exceptionalism peaked?
By Jacobus Lacock, Multi-Asset Portfolio Manager & Macro Strategist, and Sevashen Thaver, Multi-Asset Analyst Market performance YTD: A shift from 2024 Two months into 2025, the question emerges: Has US exceptionalism peaked? The YTD market performance contrasts sharply with 2024. Last year, US equities, particularly large tech stocks, performed exceptionally well, with the S&P 500 […]
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