Schroders’ Strategic Research Unit presents the May 2025 Equity Lens, offering a data-rich, global perspective on market leadership, valuation trends, and sector rotation following a volatile start to the year.
Key Insights:
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Europe Surges Ahead: Europe has outperformed the US by 22% YTD — its third-strongest relative start in 50+ years.
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Global Breadth Returns: ~90% of MSCI ACWI constituents outperformed the US and the “Mag 7” in recent months.
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Valuation Gaps Narrow: Japan and small caps remain deeply undervalued; the US premium is shrinking.
Next Step:
Dive into the full report for detailed regional data, factor insights, and portfolio positioning ideas.
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