It appears a well-accepted fact that the plunge in the US dollar earlier this year came about because global investors in US assets decided to increase their hedge...
Investors may face two levels of concentration risk: too much concentration in the US, and too much concentration in certain stocks that have driven US outperformance.
The global investors may continue to be drawn to US assets, partly because of US dynamism and partly because investment opportunities outside the US may be harmed by US...
In the past 10 days we’ve seen the US stripped of its AAA rating by Fitch and, very possibly, the next president of the US face his third, and arguably most serious...
On the surface, it would appear that there are several reasons why investors might wish to stay away from US assets.
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