With the US stock market once again at a record high, does that mean exceptionalism is back on the menu? Or will the rest of the world catch up? https://t.co/ZaOS3GDSYf ...

Welcome back. NASDAQ hitting a record high today. Nvidia becoming the first company ever to reach $4 trillion in market cap.Question now, should you continue to lean into that trade or diversify elsewhere. Joined now by Elizabeth Burton, chief investment strategist for Goldman Sachs Asset Management. Welcome back.It's good to see you. Good to see you. You're on the diversification train, right.Don't don't just lean into tech or or large cap. We're always on the diversification train. Yeah, but I mean, you k ...

What is “American exceptionalism” in financial markets? And is it really dying? https://t.co/NrmXxV5A2i ...

'U.S. exceptionalism' is evident in the stock market as the Nasdaq and S&P 500 have outpaced global peers since early April. writes @godbole17https://t.co/oJqJF05oRN ...

Amundi Asset Management's Global Head of Macro: Long-term Optimism Toward China's Economy Remains Intact 【导读】东方汇理资产管理全球宏观研究主管：坚持长期看好中国经济的态度 中国基金报记者 吴娟娟 Juanjuan Wu， China Fund News Mahmood Pradhan, Head of Global Macro Research at Amundi, told China Fund News on June 27 , that his long-term optimism toward China's economy remains unchanged. He stated that China's economic transformation is a gradual process and that this transformation is currently underway. Pradhan believes that globalization is difficult ...

Market Outlook - BlackRock Investment Institute 认为美国股市是投资的最佳选择，股票市场表现强劲 [1] - "America Exceptionalism"（美国例外论）的概念仍然适用 [1]

From US Exceptionalism to Sell America and Back Again. What next? US Exceptionalism: Extreme value creation meets macro uncertainties ab 23 June 2025 Global Research UBS HOLT Macro Webinar UBS HOLT Macro Webinar 23 June 2025 ab 2 How to position (time to look at GEM again?) Equities Global Financial Michel Lerner, CFA Head of HOLT michel.lerner@ubs.com +44-20-7883 3649 This report has been prepared by UBS AG London Branch. ANALYST CERTIFICATION AND REQUIRED DISCLOSURES, including information on the Quantita ...

Jim South to the president of Apollo Global Management. Jim, good morning. Good morning, Jonathan, and happy birthday, sir.It's good. Thank you very much. I appreciate it.We will spend too much time on the Federal Reserve, but I do want your reaction to this journal piece overnight. Well, I think I think that the president's already one, it's a great distraction of headlines. I personally don't think he's going to name anybody too early because right now he's in the catbird seat of blaming without accountab ...

25 June 2025 | 5:00AM BST Global Strategy Views Diversify to Amplify; Part 2 1. For much of the post financial crisis era, diversification has not been an effective strategy. As an asset allocator, a simple US based 60/40 approach would have generated unusually high risk adjusted returns without the need to add additional assets. Within equities, the sustained outperformance of the US, mega-cap growth and technology meant that global investors would have reduced risk adjusted returns as a result of broad se ...

June 20, 2025 11:35 AM GMT Cross-Asset Flows and Allocations Where Are Equity Flows Going? Demand for US equities is weakening to almost the sole benefit of European stocks. Section 899 concerns can sustain these trends, but we think the narrative of foreign investors deserting US stocks is overdone. Flows are not a zero-sum game; the US market should still see inflows, just less of them. Key Takeaways Exhibit 1: Net flows to ex US 'international' funds have increased dramatically since end-2024 -3 -2 -1 0 ...