2024-04-08 08:15:00 ET
Summary
- It may be time to look beyond the U.S. for equity market performance, especially if early signs of a cyclical economic recovery persist.
- Before broadening regional allocations, investors are likely to seek some fundamental economic support for the idea.
- Looser monetary and fiscal policy could add momentum to what already appears to be a global cyclical recovery.
By Shannon L. Saccocia, CFA
It may be time to look beyond the U.S. for equity market performance, especially if early signs of a cyclical economic recovery persist....
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