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What shifts in US exceptionalism mean for asset allocation
Host Thomas Mucha and guests Nanette Abuhoff Jacobson and Andy Heiskell unpack what today’s geopolitics, valuations, and concentration mean for strategic allocation — and why diversification may matter more again.
2:45 – What are the two truths of US exceptionalism?
5:45 – Valuations: Advantage or risk?
9:55 – Fiscal and debt dynamics
14:45 – The USD
15:45 – Policy-driven investment themes
18:40 – Changing correlations
24:35 – The strategic role of gold and commodities
30:45 – The return of diversification
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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By Wellington Management
4.9
4141 ratings
Host Thomas Mucha and guests Nanette Abuhoff Jacobson and Andy Heiskell unpack what today’s geopolitics, valuations, and concentration mean for strategic allocation — and why diversification may matter more again.
2:45 – What are the two truths of US exceptionalism?
5:45 – Valuations: Advantage or risk?
9:55 – Fiscal and debt dynamics
14:45 – The USD
15:45 – Policy-driven investment themes
18:40 – Changing correlations
24:35 – The strategic role of gold and commodities
30:45 – The return of diversification
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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