Equity investing – is it still all about the US?

One of the most notable changes to the global financial landscape in recent years has been the increasing correlation between global equity markets and the US equity market. There are several factors driving the trend, including the dominance of US multinational corporations, the widespread use of the US dollar in international trade and the influence of US monetary policy. As the world's largest economy, accounting for nearly a quarter of global GDP, the US plays a pivotal role in the global economic landscape. Developments in the US economy, such as changes in monetary policy, fisca...