MSCI World index concentration in US equities reached 75%, an extreme concentration that creates vulnerability and justifies serious diversification into non-US markets despite their previous underperformance.

factualpending

Speaker

Simon White

Evidence Quote

the Msei world got up to 75% uh US waiting which is obviously just this vast it's is huge so there was a huge amount concentration risk

Source

MacroVoices #475 Simon White: The Dawn of A New Financial OrderMacro Voices
Created: 8/11/2026, 7:06:30 AM

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