Foreign investors are still heavy in U.S. equities

Foreign investors’ allocation in US equities is currently as extreme as they were at the very peak of the tech bubble.

Similar to what we experienced back then, the gradual unwinding of crowded sectors like technology is set to unleash another major growth to value rotation in markets.

Long-overlooked segments such as emerging markets, natural resource companies, and overall value-driven stocks are poised to emerge as significant winners throughout this next decade.