NOW Ep99: USA Inc | A superpower stumbles
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Post the tariff turmoil, investors are reconsidering their exposure to the US market. In this episode of No Ordinary Wednesday, Annelise Peers, Chief Investment Officer at Investec Switzerland, and Richard Cardo, Portfolio Manager and Head of Single Manager Investments at Investec, who oversees the Investec Global Leaders Fund, delve into the macroeconomic and market dynamics reshaping global asset allocation.
Chapters
- 00:00 Introduction
- 01:14 What is Donald Trump trying to achieve with his policies?
- 02:29 How have geopolitical shifts in 2024 due to changes in government across the world shaped the investment landscape?
- 03:45 Is the US at risk of losing its status as the premier investment destination worldwide?
- 05:55 Where are investors looking for opportunities outside the US?
- 08:29 Why are you bullish on Europe?
- 12:19 What sectors are investors looking at?
- 15:27 What do investors still have in their portfolios?
- 17:25 What are the current trends with various asset classes?
- 19:02 What have been the consequences of the bond market sell-off?
- 21:13 What to expect from the dollar in the medium-term
- 22:20 How do you see the investment paradigm shaping up in the medium term?
