
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.
Donald Trump’s tariff threats shook global markets in 2018 and 2019, leaving investors grappling with volatility and uncertainty. Here are the lessons for investors as an unpredictable economic climate looms.
Interest rate cuts, infrastructure bonds, and a revitalised stock market – China’s new stimulus package is poised to impact global investment strategies.