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We're currently witnessing the
longest period of U.S. equity outperformance in history. But
there's a cycle to everything, and international
diversification is perhaps more important today than ever
before
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00:01 - 24/02/25
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The S&P
500 closed at an all-time high today for the 3rd time this
year. This follows 57 all-time closing highs in 2024, the
5th most of any year in history
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In March 2020, when the world was in
disarray, a record number of people took money out of the
market. But fund flows don't correlate to future
performance. In fact, the exact opposite is often true, with
the strongest returns following the biggest outflows.
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The
monthly mortgage payment needed to buy the median priced
home for sale in the US has nearly doubled over the last 5
years. This remains the most unaffordable housing market in
history
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The start of the year
saw oil prices increase, partly because of colder weather
but also because of reduced supplies. Sanctions were
increased on Russia, with 270 oil tankers being sanctioned
by the US |
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