Shift toward international markets underway, Otavio (Tavi) Costa notes

Shift toward international markets underway, Otavio (Tavi) Costa notes
Rotation from U.S. to global markets starts

Otavio (Tavi) Costa, portfolio manager at Crescat Capital, suggests that a long-term shift away from U.S. exceptionalism and toward international markets could be in its early stages.

He highlights the beginning of a secular rotation, emphasizing potential changes in global investment trends.

Costa previously described silver's underperformance as a notable market divergence in commentary on the metal's price lag versus copper. He also recently highlighted Brazil's entry into a potential new growth phase following major bull cycles. These observations build on his ongoing focus on shifts in global asset performance.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.