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Worldwide Wednesday: When the Long AI Trade is On, EAFE Lags

Worldwide Wednesday / / , , , ,

September 10, 2025 In our last Worldwide Wednesday column on August 6, we remarked that some deterioration in US stock market breadth (upside participation at the stock level) was weakening and some continued rotation into ex-US exposures was likely.  That dynamic shifted rather quickly as Fed chairman Powell came out with clear dovish remarks at […]

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Worldwide Wednesday: Rotation into ex-US Equities has been a Theme of 2025

Analysis, Worldwide Wednesday / / ,

March 26, 2025 Rotation out of US equities has been a boon for ex-US stocks in 2025.  However, the last 2-weeks have seen a pull-back as investors kick the tires on discounted US shares and take profits from some parabolic moves in European and Chinese equities.  As we’ve mentioned in several of our recent columns,

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