However, the US investment story has long been strong until US President Donald Trump came into power and introduced a lot of uncertainty into the market. “The only certain thing today is uncertainty,” says Nayar.
Vis Nayar, CIO of Eastspring Investments, says the era of US market dominance is drawing to a close. He says global investors must now rethink their strategies to navigate an increasingly fragmented and uncertain investment landscape.
“The time for US exceptionalism is over,” he adds, citing the cumulative effects of protectionist trade policies, demographic headwinds and entrenched inflationary pressures on the American economy.
