Diversification in a higher inflation world
FTAdviser Podcast
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US Exceptionalism and the Uncertain Economic Situation
The chapter discusses the question of US exceptionalism in relation to the strength of the US economy compared to other regions, highlighting factors that led to its strength but also discussing the possibility of regional convergence. It also touches on the uncertain nature of the current economic situation, the narrowing growth gap between the US and UK/Europe, and the overvaluation of the US market.
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