Feb 18 2025 45 mins 27
There is more and more commentators shouting from the roof-tops about the massive growth of North American stock values and earnings over the past few years (since Covid really). I’ll explore what is and isn’t really happening, and what one’s practical options are.
Specifically, the following are the claims/alarms being flagged;
-
US Tech stocks have gone so incredibly well for several years, these companies, and the US is now over-priced and make up larger proportions of Globally Market than they ‘should’.
-
The future expected returns from S&P500 as a whole, so people ‘should’ now re-allocate to Europe, Emerging Markets and other locations, for future returns
I hope it helps.
