Investors are increasingly diversifying away from US assets, with global funds excluding the US outperforming the S&P 500, as concerns over US market concentration and policy drive a 'Hedge America' trend.
#YonhapInfomax #GlobalDiversification #MSCIWorldExUSA #SP500 #HedgeAmerica #InvestmentTrends #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=89964

Political Uncertainty and AI Concentration Spark Mass Exodus: Non-US Stocks Outperform S&P 500 by Over 8% YTD.

#HedgeAmerica #TrumpDump #MarketInsider

https://marketinsider.net/the-trump-dump-is-dead-global-investors-shift-to-hedge-america-strategy/

The ‘Trump Dump’ Is Dead: Global Investors Shift to ‘Hedge America’ Strategy - Market Insider

Political Uncertainty and AI Concentration Spark Mass Exodus: Non-US Stocks Outperform S&P 500 by Over 8% YTD.

Market Insider
1 Bloomberg: It turns out that all the “ #SellAmerica” angst swirling in #markets earlier this year was misplaced. The real mantra from global # investors is more like “ #HedgeAmerica” — that is, keep snapping up #US #stocks and #bonds … 🧵