Our CEO, Rami Cassis, was recently quoted in CNBC as investors weighed up whether to reduce their US exposure or buy into the volatility.
Investors are actively reassessing their US exposure rather than exiting wholesale. For most, the question is one of weighting rather than withdrawal.
The same policy unpredictability driving capital away is also creating entry points for those willing to tolerate volatility. A weaker dollar has made US assets meaningfully cheaper for overseas buyers.
Rami’s consistent position is that investors are pricing stability, not returns alone. Confidence in the rules of the game matters more than any individual quarter’s performance.
Europe’s relative predictability continues to improve its standing by comparison. It remains a comparative judgement rather than a verdict on Europe’s own fundamentals.
Read the full article at CNBC here.
Featured image courtesy of Niconor Brown via Unsplash.
