US EditionA world of opportunities?
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A world of opportunities?
Key points Tariff upheaval has triggered a renewed interest in global equity diversification as a hedge against volatility in individual markets. This comes as the trade-weighted Dollar Index is under pressure due to concerns over the sustainability of U.S. fiscal deficits. While we don’t think the age of “U.S. exceptionalism” is over, we do think the recent dramatic shifts in U.S. policy provide a catalyst to reassess geographic exposures in a…
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