Group 1 - The impact of the Trump administration's policies is causing top investors from Asia and the Middle East, including sovereign funds, to seek to avoid U.S. assets [2] - Partners Group, managing over $170 billion in assets, reports that many Asian investors are increasingly looking towards non-U.S. assets due to uncertainties related to tariffs and potential trade restrictions [2] - Discussions regarding the avoidance of U.S. exposure have emerged this year, driven by the U.S. government's policies, with some investors requesting to open euro accounts instead of dollar accounts [2] Group 2 - The global financial system is expected to become more fragmented and less integrated as a result of these investment shifts [2] - The CEO of Partners Group emphasizes the importance of stability in U.S. policies for maintaining investor confidence, noting that the current period is critical for demonstrating such stability [2][3] - Despite the challenges posed by U.S. tariffs, the U.S. remains an attractive destination for capital investment in key sectors such as technology and healthcare, according to the private equity business head at Partners Group [3]