For more than a decade, U.S. equities and the U.S. dollar have dominated portfolios. But valuation extremes, shifting capital flows and divergent policy paths suggest that global equity leadership is beginning to broaden.
Ninety One’s latest investment institute research, The Great Rebalancing, explores why the next cycle may favor international and emerging markets – and what that means for institutional portfolios anchored in the U.S.
Ninety One believes this shift represents not just risk, but opportunity. It’s a moment to rethink diversification and consider the potential for stronger returns beyond the familiar.
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