Monthly Commentary

November 2023 - US Equities vs. Emerging Market Equities

November 2023 - US Equities vs. Emerging Market Equities

Dear Investors and Friends, In last month’s letter, Mike and I did a deep dive into what historical data says about the performance of US equities vs. developed country equities and the implication on RCM’s approach to equity asset allocation. In this month’s letter, we continue our d …

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