Focus US Equity 2025
Beyond the Magnificent Seven: Unlocking the True Potential of U.S. Equities
The United States is home to the world’s largest equity market, representing over 60% of the MSCI All Countries World Index*. With an economy historically driven by growth and innovation, the U.S. continues to foster companies that set the pace on the global stage.
Supported by one of the largest consumer bases worldwide and a highly dynamic business environment, the U.S. remains a uniquely attractive market for investors seeking long-term growth opportunities.
The “Magnificent Seven” – and Beyond
In 2023, the so-called “Magnificent Seven”* dominated S&P 500 performance. But while these names captured the headlines, the future may well lie beyond them:
- Attractive Valuations: The other 493 companies in the index currently trade at a discount, offering compelling entry points.
- Broader Diversification: Expanding exposure across a wider universe of high-quality stocks may prove particularly rewarding as inflation moderates and economic growth slows.
*Microsoft, Apple, Amazon, Nvidia, Google, Meta e Tesla
Outlook for 2025
- The breadth of the market and the competitive landscape are expected to improve in the new cycle, with new leaders set to emerge over a multi-year horizon.
- The U.S. economic growth and technological leadership may generate stronger returns compared to other global equity markets
- After a year dominated by the “Magnificent Seven,” the market could broaden, shifting focus to small-, mid-, and large-cap companies.
Our Proposal: Euromobiliare ClearBridge US Equity
In partnership with ClearBridge, part of the Franklin Templeton group, Euromobiliare AM SGR has launched Eurofundlux ClearBridge US Equity, a sub-fund that primarily invests in the U.S. equity market.
This product is distinguished by careful stock selection, with a focus on U.S. companies offering strong long-term growth potential.
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Accurate Selection: The sub-fund pays particular attention to stock selection within U.S. markets, diversifying across both sectors and market capitalizations.
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Quality-Oriented: Investing in solid, high-performing companies can generate above-average returns over long investment horizons.
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A Solution for All Market Conditions: A strategy designed to build capital in the long term regardless of market context.
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Seeking the Most Compelling Opportunities: This approach allows clients to invest in a portfolio of stocks that the management team considers most attractive, based on in-depth analysis and market context assessment.
The fund is distinguished by its strong focus on careful stock selection, targeting U.S. companies with solid long-term growth potential.
In addition, you may also choose to subscribe through a Systematic Investment Plan, allowing you to invest gradually over time with regular contributions
