U.S. Assets
topic on 1 show · 4 statements across 1 episodes
4 statements about U.S. Assets, every show
Papic: Trump will reach China deal, but US assets won't outperform
“I think if he gets a deal with China, which I think he will, I don't think that's good for US assets relative to the rest of the world.”
Papic: U.S. Private Market Assets Are More Overbid Than Publics
“And obviously, if you want to talk about where U.S. Assets are massively overbid, I think privates are even worse than public.”
Aitken: Institutional Clients Are Hedging Dollars, Not Dumping US Assets
“Are the clients I work with blanket selling US assets? They are not. For the past month and a half, the tactical ones have been increasing their dollar hedge ratios versus various currencies, which is the first step.”
Papic: US assets would have peaked under Harris over four years instead
“I would argue that if Vice President Harris had won the election, we would be in the same boat in terms of the peak in U.S. Assets. We just wouldn't have as extraordinary of a sell-off. So what would have happened under Trump in 12 months would have probably h…”