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The best versus the rest

L&G

How unusual is regional outperformance in equity markets?

Martin Dietz wrote a great blog last year on the case against American equity exceptionalism. He outlined that the outperformance of US equities has been spectacular over recent years, but investors should beware the lure of recency bias and remain diversified.

The fantastic US returns made me curious, however. How often might we expect that kind of outperformance of one region?

L&G

Monday 10th June 2024

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