Global Capital Shifts as Investors Look Beyond the US Market

New York, Monday, 16 February 2026.
Recent data reveals a stark pivot in global finance: the S&P 500’s dominance is waning as capital floods into Emerging Markets and European credit. With January alone seeing nearly $100 billion enter emerging economies following a massive 33.5% return in 2025, investors are aggressively diversifying away from high US valuations to capture growth elsewhere.