Upgrading U.S. from marketweight to overweight; downgrading EM from overweight to marketweight. Shifting 5% from EM to U.S. in seven-way global equity framework. Reallocation supported by Global Regional Equity Model and ACWI Scorecard. Relative strength at record high for U.S., 21-year low for EM, consistent with secular bull tendencies.
Complete the form and a member of our team will send you a copy of this publication.
While you wait, explore additional NDR research and solutions.
Institutional Investors
Custom Research
Wealth Managers
Stock Selection
ETF Selection
Please note that you are using an unsupported browser. While the site will continue to function, you might experience sub-optimal behavior until you upgrade. Please update your browser to a later version for a better experience.