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Those same asset managers are my LPs and peers. It's hard enough making a broad ExChina strategy. Making an ExAmerica strategy is even harder given how lopsided
by alephnerd 10mo ago
Those same asset managers are my LPs and peers. It's hard enough making a broad ExChina strategy. Making an ExAmerica strategy is even harder given how lopsided the global equities market is.
Furthermore, the articles you yourself provided are either marketing collateral for emerging markets stock (JPM) or opinion pieces by asset managers trying to vouch for their case.
- toomuchtodo 10mo agoI welcome any citations you're able to provide, I also have a Bloomberg terminal if you have a reference not public.
- smeeagain2 10mo ago[dead]
- alephnerd 10mo agoI'd say this article [0] is probably a good enough overview of my thinking - there essentially is a rebalancing, but largely within American markets, with funds flowing into either Money Markets or sector speicifc funds. [0] - https://www.reuters.com/business/us-equity-funds-see-weekly-outflows-geopolitical-rate-worries-2026-01-09/ https://www.reuters.com/business/us-equity-funds-see-weekly-...