U.S. investors

also referred to as: us investors

3 statements across 3 episodes · 0 bullish · 2 bearish · 3 people on the record · first statement Jul 29, 2021 by Julia Bonafede · across every show →

Everything said about U.S. investors, oldest first

Jul 29, 2021
Assertion Partly supported
Bonafede: Emerging markets did not open to US investors until 1992
“The emerging markets didn't open up to U.S. Investors until 1992, and so being able to be on the forefront of that and run that business essentially for a few years really gave me a huge view as to how non-U.S. Investors and U.S. Investors looked at investing”
Julia Bonafede Jul 29, 2021 ▶ 13:17 Julia Bonafede – Rosetta Analytics (Manager Meetings, EP.04)
Dec 19, 2022 bearish
Prediction Not checkable as stated
Marshall: US investors will struggle to profit from Chinese state-sponsored winners
“And great global companies were created, and I think more global companies will be created in sectors that the government really wants to sponsor. I think it will become ever more challenging for us to be able to benefit from that.”
Ana Marshall Dec 19, 2022 ▶ 25:18 Ana Marshall – Preparing for the New Environment at Hewlett (Capital Allocators, EP. 288)
Apr 14, 2025 bearish
Prediction Not checkable as stated
Gave: Foreign Appetite for US Corporate Debt Rollovers Will Be Limited
“The second half of this year and the first half of next year, the rollovers are gargantuan. At its time, when the appetite of foreigners for US dollar assets It's going to be very, very limited. Selling bonds in a weakening currency is very hard. Spreads are a…”
Louis-Vincent Gave Apr 14, 2025 ▶ 59:06 Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
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