The Next Bull Market Will Be Led by Unloved Asset Classes

Not Analyzed

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.

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