asset owners outside the US

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 9, 2026 by Stephen Gilmore · across every show →

Everything said about asset owners outside the US, oldest first

Feb 9, 2026 bearish

Prediction Not checkable as stated

Gilmore: Non-US allocators will struggle to diversify away from US markets

“There's a desire to diversify away from the US. That's probably going to be Difficult because the other capital markets aren't as deep.”

Stephen Gilmore Feb 9, 2026 ▶ 51:39 Stephen Gilmore – CalPERS' Total Portfolio Approach (EP.486)

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asset owners outside the US

Everything said about asset owners outside the US, oldest first

Turn any episode into a week of clips.