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U.S. to Lead the Charge Again

U.S. to Lead the Charge Again

Since August 2024, U.S. growth forecasts for 2025 have risen 0.4% to 2.1%, while forecasts for the rest of the world remained relatively flat or even declined. These forecasts align with our expectations for the U.S. to continue to outperform its global counterparts in 2025.

We have been overweight U.S. equities for several years and the economic and market fundamentals continue to support this bias. Strong earnings growth supported by improving business sentiment, deregulation, innovation in artificial intelligence and steady consumer spending continue to fuel our optimism.

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