US exceptionalism

Latest news and analysis on US exceptionalism

Macro

Cross-country risk pricing is normalising, undermining Australian momentum performance

Momentum investing looks less rewarding as equity risk normalises across U.S. and EMs, with implications for style rotation and Australia.
WLE
Matthew Haupt
Wilson Asset Management
Macro

Risk beats peak cash: US exceptionalism sparks both tech and credit opportunities

Stock markets are hitting all-time highs. And why not? Interest rates don’t look to be going any higher and there is no recession on the cards, least of all in the US....
Chris Iggo
AXA Investment Managers
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