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Borsgade
In their recent article, the team at Bridgewater analyzes the exceptional performance of US equities over the past decade, breaking down the key drivers of outperformance and discussing the outlook for continued success.
They examine the extraordinary outperformance of US equities over the past decade, with the S&P 500 delivering returns of over 600% since 2010 and significantly outpacing other developed markets. It attributes this success to three main factors: faster revenue growth, bigger margin expansion, and rising P/E multiples.
Here are the key takeaways:
And while the US continues to have significantly better companies, that’s also a lot more priced-in today versus a decade ago.
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