Is American exceptionalism over?

Ever since Donald Trump announced he was "reforming" the US approach to trade, the question of whether the American equities and government bonds will continue to hold their pre-eminent position has been hotly debated. This week Joseph Wilkins, David Thorpe and Damian Fantato discuss the extent to which allocators are moving away from the US. They also discuss the state of the wealth management sector in light of some new research by Platforum which suggests not all is as rosey as it could be, and they discuss the rising price of gold and silver. The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions. To receive the Asset Allocator email in your inbox for free, sign up here. Hosted on Acast. See acast.com/privacy for more information.