Amid market doubts over the US’s exceptionalism, where can investors seeking diversification turn? Is a ‘re-awakened’ Europe an alternative? In this edition, Nadia Grant, Head of Global Equities, shares her views and investment ideas with Chief Market Strategist Daniel Morris.
While she argues US exceptionalism is not gone, Nadia points to the global megatrends set to shape the outlook for interest rates, asset prices and risk-taking. Innovation, evolving demographics, care for the environment and geopolitics could provide opportunities across many sectors, geographies and investment styles.
You can now listen to the full podcast at the link below
