Look outside oversaturated US market

February 2025

Talaria Co-CIO Hugh Selby-Smith has observed that investors looking to place new money should consider markets outside the United States as it has become oversaturated, reducing the value of returns.

An examination of where global equity returns come from showed the US alone accounted for 74%, exceeding Japan at 5.4%, the United Kingdom at 3.4% and Canada at 3%.

“So the question is: does my next dollar also go into the US? The reality is that $74 per $100 are already in the US,” Selby-Smith said in a recent online presentation to advisers.

So where should investors put their next dollar?

Read the full article in SMS Trustee News or watch Hugh’s presentation in full.

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