Story perspectives
Investors Eye Emerging Markets Amid US Treasury Decline
5/8/2025
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Story summary
- Investors may diversify beyond the US if Treasuries decline during risk-off events, according to Jean-Charles Sambor of TT International.
- Emerging market equities have outperformed US equities this year, signaling a shift in asset correlations.
- Uncertainty in US trade and fiscal policy is leading asset managers to reassess their portfolios.
- Sambor indicates that emerging markets may attract investors seeking alternatives to US assets.
