Global Diversification Remains a Key Theme For Investors -- Market Talk

Dow Jones
05-13

0912 GMT - Investments into the U.S. could increase as trade tensions ease, but the theme of global diversification is more pertinent than ever before, Principal Asset Management's Seema Shah says in a note. "Longer-term, the broader question of the credibility of the U.S. and institutions is unlikely to disappear," she says. In Europe, a shift away from fiscal austerity and a consideration of the benefits of deregulation should raise its long-term economic profile. However, if the U.S. isn't looking to redraw trade lines at the expense of near-term economic strength, there should be renewed confidence in the U.S. as an investment destination, the chief global strategist says. "A key question will be whether the discussions around an end to U.S. exceptionalism now come to a halt."(emese.bartha@wsj.com)

 

(END) Dow Jones Newswires

May 13, 2025 05:12 ET (09:12 GMT)

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