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Global Investors Will Think Twice About Their Allocations to the US
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Nathan Chandler Market Consensus (Schroders) We believe that US financial markets are facing both structural and cyclical winds. The Trump Administration has taken rapid steps to alter several key key factors that historically have driven capital towards the country, namely the world trade order and national institutions. The lower population growth, driven by strict immigration policies, is likely to undermine trend growth in the coming years.…
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