Top-of-Mind podcast

US exceptionalism and the way forward

11 August 2025 • 35 mins listen

Speaker: Paula Campbell Roberts, Chief Investment Strategist for Global Wealth, KKR

Moderator: Eli Lee, Chief Investment Strategist, Bank of Singapore

Macroeconomic uncertainty is intensifying against the backdrop of tariff risks and growing concerns over US fiscal sustainability. Increasingly,  investors are also questioning the US exceptionalism narrative – even as optimism persists around the resilience of US equities for now. How should investors position themselves to stay relevant in a shifting global landscape?

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Presenter:
Eli Lee
Chief Investment Strategist
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