Worldwide Wednesday: Are ex-US Equities Just a Safety Trade?
June 25, 2025 Ex-US equities outperformed the MSCI All Country World Index (ACWI) by >10% from December 2024 through early April 2025. During that same period (chart below, top panel), US equities lagged ACWI by 4% outlining a clear haven rotation to ex-US shares while equities remained under pressure from trade related anxieties. Two and […]
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