Any tidal shift of investors away from the US will take time
Despite a stock rally, it is still unwise to assume the view of investors of America is not changing
Despite a stock rally, it is still unwise to assume the view of investors of America is not changing

For the first time, investors are talking about ‘US risk’

Investments in non-physical assets demystify the US stock market’s performance

If weakness emerges in American assets, it will show up more in the dollar, not stocks.

Chinese artificial intelligence advances and the effects of Trump’s trade war have boosted markets outside the US

Amid global turmoil, markets are focused on the hit to economic fundamentals

Funds that exclude US stocks are attracting record inflows as investors ‘rebalance’ their exposure