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UBS Asset Management

2024 TOP 500 RANKING: 11

O’Connor Global Multi-Strategy Alpha Monthly Letter: Historic shift in US trade policy

O’Connor Global Multi-Strategy Alpha Monthly Letter

We are witnessing what we believe to be one of the most historic shifts in US trade policy, fundamentally altering market volatility and asset allocation. Investors are questioning American exceptionalism and the sustainability of US financial asset outperformance, following years of increasing allocations and notable outperformance in the US. The ...

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