策略师：全球多元化仍是投资者的一个重要主题

Core Viewpoint - Global diversification remains a significant theme for investors, especially as trade tensions ease and potential investments in the U.S. may increase [1] Group 1: Global Investment Landscape - The credibility issues surrounding the U.S. and its institutions are unlikely to disappear in the long term [1] - In Europe, the potential benefits of moving away from fiscal tightening and considering deregulation are expected to enhance its long-term economic outlook [1] Group 2: U.S. Investment Confidence - If the U.S. does not intend to redefine trade boundaries at the expense of short-term economic strength, confidence in the U.S. as an investment destination may be restored [1] - A key question is whether discussions around ending the notion of U.S. exceptionalism will cease [1]