As offshore investors navigate a dynamic global macroeconomic and political landscape, growth challenges and structural issues suggest developed markets will offer fewer opportunities for strong returns.

While the US economy is roaring back to life, elevated valuations mean expected returns from US equities are low and forward-looking market returns are expected to moderate over the medium term. Regions such as the UK and Japan are entering a recession, and the European Commission cut its growth and inflation forecasts for the eurozone in 2024 as geopolitical tensions increase uncertainty...

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