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Asset management and fund structuring boutique

Mighty US stocks

Aug 28, 2023

US stocks have now outperformed the global stocks by almost 3 times! (in USD terms). This is the highest level since WWII and more than during the Nifty 50 bubble and during the Internet bubble. There are reasons for the current dominance of US stocks: 1) the high weight of highly performing US tech stocks that are leading the broader US market 2) the higher profitability of US companies and 3) the more business friendly environment. However, we believe this does not justify these extremes: there are investment opportunities outside of the US.

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