bearish

Investing During an Era of American Exceptionalism

Cam has highlighted this Insight as a Top Pick
575 Views09 Dec 2024 08:00
2024 was a year of American exceptionalism and asset return domination, led by the leadership of the Magnificent Seven. We believe Magnificent Seven leadership is likely to fade in 2025.
What is covered in the Full Insight:
  • Introduction to American Exceptionalism
  • TINA and U.S. Equity Performance
  • Challenges in Europe and Asia
  • Global Easing and Economic Outlook
  • 2025 Transition and Investment Opportunities
SUMMARY
(Sign Up to Access)
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
  • Unlock research summaries
  • Follow top, independent analysts
  • Receive personalised alerts
  • Access Analytics, Events and more

Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.

Upgrade later to our paid plans for full-access.

or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 6-minute read)
Discussions
(Paid Plans Only)
Logo
Rising
Cam Hui
Cross-Asset Strategist & Quantitative Analyst
Pennock Idea Hub
United StatesMulti-AssetCross Asset Strategy
  • Loading...
x