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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