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Global Investors Pivot Back to U.S. Equities Amid Rate Cut Hopes
Global fund managers are reversing earlier flows away from U.S. stocks, returning to American equities on expectations of rate cuts and strength in AI-related sectors. After a sustained selloff earlier in the year tied to tariff fears, U.S. equities have gained ~7% in the past quarter, leading fund managers to tilt portfolios back. Some warn the rally mirrors late-cycle excesses seen in prior tech bubbles.
Tags:
- global funds
- US equities
positive
Global Investors Pivot Back to U.S. Equities Amid Rate Cut Hopes
Global fund managers are reversing earlier flows away from U.S. stocks, returning to American equities on expectations of rate cuts and strength in AI-related sectors. After a sustained selloff earlier in the year tied to tariff fears, U.S. equities have gained ~7% in the past quarter, leading fund managers to tilt portfolios back. Some warn the rally mirrors late-cycle excesses seen in prior tech bubbles.
Tags:
- global funds
- US equities
1 min read
65 words
Investors return to U.S. stocks as rate cut hopes and AI momentum drive flows.
Global fund managers are reversing earlier flows away from U.S. stocks, returning to American equities on expectations of rate cuts and strength in AI-related sectors. After a sustained selloff earlier in the year tied to tariff fears, U.S. equities have gained ~7% in the past quarter, leading fund managers to tilt portfolios back. Some warn the rally mirrors late-cycle excesses seen in prior tech bubbles.
Global fund managers are reversing earlier flows away from U.S. stocks, returning to American equities on expectations of rate cuts and strength in AI-related sectors. After a sustained selloff earlier in the year tied to tariff fears, U.S. equities have gained ~7% in the past quarter, leading fund managers to tilt portfolios back. Some warn the rally mirrors late-cycle excesses seen in prior tech bubbles.
Tags:
- global funds
- US equities
- global funds
- US equities
- rate cuts
- AI
- flows