'The backdrop is certainly more supportive now versus where we have been,' says portfolio manager at Ninety One
Why does US remain key to pension portfolios amid trade turmoil? Development may not have triggered sweeping reallocations, but they are nudging some funds to rebalance, explains Eckler's Jason Campbell
SVP at CI GAM explains the fatigue in US markets among investors and why Canadian assets may benefit from rebalancing
'It's a great diversifier… Not only for clients who use market cap traditional indices, but also for clients who have stock portfolios and use basket of stocks,' says head of ETFs at Invesco Canada
'Don't discount the ability of US companies to manage through whatever's in front of them,' says head of Americas portfolio management at Franklin Templeton Investment Solutions
Despite US exceptionalism lull, experts highlight why "abandoning the US is probably not the way to go"
