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Is US outperformance at a turning point?

Goldman Sachs Exchanges

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Understanding the Outperformance of the US Equity Market

This chapter explores the factors behind the remarkable outperformance of the US equity market in the past decade, including the impact of quantitative easing, structural headwinds in traditional industries, and the dominance of the technology sector. It also discusses whether these factors will continue in the next decade and provides insights on how investors should position themselves.

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