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Ninety One’s Stopford Says US at Epicenter of Market Risk

Summary by Bloomberg
Ninety One Asset Management’s John Stopford is trimming his exposure to stocks and riskier debt, arguing that complacent markets are failing to prepare for a potential selloff in US assets driven by President Donald Trump’s policies.

2 Articles

Stock markets are celebrating new records, but there is a significant market risk behind the shiny façade. Experienced Wall Street strategist John Stopford warns that both stocks and bonds could face a severe setback. The focus of his concern is the US – the epicentre of uncertainty where political turbulence and economic tensions are shaking markets [...] The post US bonds and shares: In the epicentre of market risk appeared first on financial …

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Bloomberg broke the news in United States on Friday, August 15, 2025.
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