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Worldwide Wednesday: Are ex-US Equities Just a Safety Trade? 

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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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Worldwide Wednesday: US Equities back in the Driver’s Seat vs. Rest of World

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May 14, 2025 Positive developments on global trade have investors rotating back to US shares from havens overseas.  In this WWW report we look for clues of emerging leadership in the international space.  Germany and China had seen the most sustained improvement during the correction.  Will the re-emergence of US shares dampen that enthusiasm? While

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