U.S. Dominates World Markets for the Trifecta

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Highlights from this month's views include:

  • The U.S. equity market is on a roll, still cheering investors after a multiyear bull market.
  • U.S. equities have dominated emerging markets for three straight years
  • While U.S. large-cap equities get the headlines, mid and small caps have continued to excel.
  • Frontier markets have picked up the slack as major emerging markets stumble.
  • Global risks persist, though U.S. fundamentals appear solid.
  • The move toward U.S. energy independence should soon result in a trade surplus, boosting GDP.

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