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Keep on truckin’: Will the US continue to outperform other markets?

Goldman Sachs Exchanges

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Strategic Shift: U.S. Equity Outlook for 2025

This chapter analyzes the current status of U.S. equity returns versus major indices from developed markets, advocating for an asset allocation shift towards private investments. It highlights the importance of sector composition and technology's influence on U.S. performance, while questioning the viability of international equities amid changing economic conditions.

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