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Outlook December 06, 2018 / 09:16 pm UTC

Equities Outlook: Time to Rotate Out of the U.S.

By Mike Gallagher
U.S. equities have outperformed other major equity markets thanks to superior earnings growth and large buyback programs. However, earnings momentum is set to slow at a time when U.S. government bond yields are still rising. On a one-to-two-year view, we believe Eurozone (EZ) equities will modestly outperform their U.S. counterparts.