The Quiet Exodus: What's Behind the Shift in Institutional Investor Loyalties? Recent numbers show a striking trend: institutional investors pulling out of US stocks and shifting capital towards international markets.
For years, US markets have been the default choice, with giants like Nvidia, Microsoft, and Meta attracting billions from around the globe. But now, it seems, the tide is turning.
Valuation: A Key Driver The S&P 500 trades at a premium to its 10 year average, while emerging markets offer significantly lower price to earnings ratios.