RBC Global Asset Management examines the sustained dominance of U.S. equities, key economic drivers, and potential risks to continued growth.
Key Takeaways:
- Equity Market Leadership: The S&P 500 outperformed global indices, returning 25% in 2024, driven by innovation and corporate profitability.
- AI & Productivity Boom: The U.S. leads in AI, with projections estimating a 17.5% GDP boost over 20 years.
- Economic Strength vs. Risks: Strong GDP growth (2.9% in 2024) supports optimism, but high **U.S. deficits (6.9%) and market concentration** pose risks.
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