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Multi-Asset Multi-Asset
Jacobus Lacock author image Jacobus Lacock

Has US exceptionalism peaked?

Two months into 2025, the question emerges: Has US exceptionalism peaked? The YTD market performance contrasts sharply with 2024. Last year, US equities, particularly large tech stocks, performed exceptionally well, with the S&P 500 returning 25%, led by the “Magnificent 7” at 70%.

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Has US exceptionalism peaked?
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Private Equity Private Equity
David Evans author image David Evans

Perspective: Energy

Throughout human history, economic growth has been driven by population growth and productivity per person.

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Perspective: Energy

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