
Why I am overweight in US assets
The US economy continues to surge ahead, driven by AI investments, resilient corporate growth, and strategic monetary policy.
The US economy continues to surge ahead, driven by AI investments, resilient corporate growth, and strategic monetary policy.
PSG Asset Management warns that market complacency, overconcentration in US equities, challenging starting valuations, and potential policy risks could make the next decade challenging for investors.
With economic factors such as inflation and central bank actions looming large, the outlook for technology stocks remains uncertain.