Written by Parabellum Investments
19 Jun
Rami Cassis was quoted in a CNBC article about the growing trend among investors to reduce exposure to U.S. markets in favor of opportunities abroad amid concerns about trade policy volatility and broader geopolitical uncertainty.
Speaking to CNBC, Cassis highlighted how investor sentiment is shifting not just due to economic calculations but also because of political and ideological concerns tied to the current U.S. administration. He noted that capital outflows are being driven by a perceived unpredictability in government policy – from tariffs to foreign policy – which is eroding confidence and injecting emotion into what are typically rational investment decisions.
The CNBC piece outlines how weakening confidence in U.S. markets, falling dollar strength, and geopolitical tensions are prompting global investors to explore alternatives in Europe, Japan, and emerging markets like India. With structural reforms and fiscal spending gaining momentum abroad, Cassis noted that Europe – for the first time in years – may now be a serious contender for capital allocation.
Read the full article here.
