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Another EM letdown, U.S. comeback

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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.

Ned Davis Research | Equities | Global Focus | Weekly

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