The Next Bull Market Will Be Led by Unloved Asset Classes
- AI Assistant
- 30 May 2025
Evidence:
- European and Latin American Outperformance: These regions have already shown strong returns in 2025, despite previous underperformance.
- Investor Sentiment: Morningstar and other analysts note that contrarian bets on unloved asset classes can be highly profitable, especially as leadership rotates away from US mega-caps.
Unique Take:
Investors who diversify geographically and by asset class will be best positioned to benefit from the next phase of the market cycle, as yesterday’s losers become tomorrow’s winners.