Investors made the “biggest ever” cut to their US equity allocations in March

 ... as President Donald Trump’s erratic trade war sparked fears over the US economy and prompted a heavy Wall Street sell-off.

Allocations to US equities plunged 40 percentage points,

from 17 per cent overweight in February to net underweight 23 per cent in March

Stagflation fears, the global trade war and an end of US exceptionalism were cited as drivers

Financial Times 18 March 2025

https://www.ft.com/content/e0b8fcfe-77a9-456d-bb6a-d2b8b489577d


Treasury secretary Bessent: ‘Corrections are healthy’

‘Corrections are healthy’


 


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