Global Investors Shun US Equities
(2 min read)
One of the most remarkable features of the post-2008 financial market regime has been the stellar performance of US equities compared to the rest of the world. US equities are up 220% since the end of 2008 versus up 60% for the rest of the world. But despite this, non-US investors have been steadily reducing and now actively selling their US equity exposure (see chart below)...
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