Why asset owners aren’t turning their backs on America (yet)
Pension and sovereign wealth investors see US exceptionalism outlasting policy-driven turmoil
This is the first of two articles to examine strategic asset allocation amid current market and economic uncertainty. Read the second – about how allocators are changing the allocation process – here.
In April, after the markets chaos that followed ‘Liberation Day’, Mads Gosvig, who heads asset allocation at the UK’s Railpen pension fund, asked his team to assess the case for an emerging markets
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