Basis Points

Why the US underperformed in 2025 - and why it will happen again - Cameron Gleeson

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2025 saw global markets outside the US outperform and Betashares’ Cameron Gleeson believes that trend is far from over.

We sat down with Cam, Senior Investment Strategist at Betashares, to unpack the macro and market forces that could see Europe, Japan, and emerging markets lead the charge in 2026.

You’ll learn:

Why the US may lag despite strong earnings growth

Europe’s policy pivot and…