For some time investing in global equity funds has been in effect synonymous with investing in US equities — with all the pros and cons associated with that.
Indeed global equities had a fairly easy ride for several years, powers by the so-called ‘magnificent seven’ which themselves became all-consuming to the point of comprising around a third of the global market.
But since Donald Trump’s ‘liberation day’ has this changed? And how should portfolio managers seek to counter the dominance of US equities? In this special report, supported by JPMorgan Asset Management, we will explore these topics as well as the pros and cons of outsourcing allocation to global equity fund managers and what a ‘good’ global equity fund looks like in 2025.