Large-Cap Growth Gets In Gear

US price trends follow the improvement seen in the rest of the world

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Key Takeaway: After experiencing the longest sustained downtrend since the Financial Crisis, the trend for US Large-Cap Growth has turned higher for the first time since February 2022.

More context: This turn higher by large-cap growth is an encouraging sign of trend improvement and evidence that the US is following the rest of the world toward recovery. Based on global equity market strength (as well as ongoing struggles from bonds and commodities) our systematic asset allocation model has already has already pushed equity exposure to its highest level in a decade. Growth getting in gear just impacts where that exposure is allocated.

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