Reported about 11 hours ago
John Stopford from Ninety One Asset Management cautions that the US is currently the 'epicenter of uncertainty,' as complacent markets overlook risks associated with potential selloffs driven by political decisions. With asset prices inflated and optimism not reflecting true market conditions, Stopford has reduced stock exposure while increasing sovereign debt holdings. He expresses concern that a significant market event could occur due to growing macroeconomic and policy volatility.
Source: YAHOO