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JPMorgan's David Kelly on Why Investors Should Turn to Global Markets

WSJ's Take On the Week

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Shifting Sentiments in Global Investment

This chapter examines growing skepticism toward U.S. exceptionalism as investors notice underperformance of U.S. stocks relative to international markets. It discusses factors such as elevated price-earnings ratios and tariff uncertainties that contribute to this trend, suggesting a shift towards global diversification may yield better returns. Moreover, the conversation highlights the resilience of American investors and explores the promising prospects of international investments amidst changing financial landscapes.

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