Enjoy it while you can, US equity investors. This type of domination over the other four major asset classes never lasts forever.
Ireland, Greece, Finland and Japan are the only investable countries ahead of the US this year.
Here in the US, we see Healthcare, Consumer Discretion and Financials are the leading sectors for the year, each up over 20%. At the same time, Small Caps are the dominating style box, while Large Caps are at the back of the pack this year.
Checking in on commodities, the CRB Index is down over 4% in the last one year, while crude oil is up over 15% during that same time frame.
Keith Hays & Justin Wood
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