KNO - Is U.S. Exceptionalism Over For Equity Investors?
2025-05-08 10:40:00 ET
Summary
- Many investors are now questioning whether the US will retain its advantages as President Trump’s trade policies add uncertainty to the outlook across industries.
- The US is home to a huge pool of profitable growth stocks, underpinning a powerful position that can’t be easily destroyed, even in a trade war.
- We believe the entrepreneurial edge that academia and business have built over decades is an integral part of American culture that will prevail.
By John H. Fogarty, CFA
It’s the big question that many equity investors are asking. But maybe it’s the wrong question....
Is U.S. Exceptionalism Over For Equity Investors?