Richard Bernstein on Quantitative Analysis
Masters in Business
00:00
What Sectors Look Attractive to You?
The United States is very unique in that we are dominated by those three sectors. Most other developed markets are not. 70% of non-US markets outperform the United States in 2022, even in US dollar terms. The fact that most people aren't aware of that shows that investors have become a little geographically myopic.
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