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CEO Warns of $20 Trillion Loss Amid U.S. Investment Shift

11/16/2025

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Summary

Story summary

Carl Roothman, CEO of Sanlam Investment Group, says global funds are reducing U.S. investments amid AI volatility.
He notes a slow market correction and says money is shifting, not crashing.
Roothman references IMF former chief economist Gita Gopinath, who warns of a possible $20 trillion loss for American households if the market crashes.
Roothman and Vikas Satija discussed their partnership to manage INR50,000 crore in assets and expand workforce.

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Story summary

Carl Roothman, CEO of Sanlam Investment Group, says global funds are reducing U.S. investments amid AI volatility.
He notes a slow market correction and says money is shifting, not crashing.
Roothman references IMF former chief economist Gita Gopinath, who warns of a possible $20 trillion loss for American households if the market crashes.
Roothman and Vikas Satija discussed their partnership to manage INR50,000 crore in assets and expand workforce.