We recently hosted a two-day Global Investor Summit in Dubai. Panels as well as formal and informal discussions touched on everything from the investment merits of Dubai and the Gulf Cooperation Council (GCC) to US policy to evolving views on non-US markets. Michael Hartnett discusses his latest views on international markets and how investors are reacting to uninspired price action from US stocks. With so many investors coming in to 2025 with a US exceptionalism portfolio, US policy risk as them reassessing regional positioning. But risks for non-US markets aren't absent either and Michael discusses his preference for international even amidst tariff risks.

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