FEAR & GREED | Business News Interview: "A lot of fear, not so much greed"
May 25, 2025
Dr. Alexis Crow, Chief Economist at PwC US, offers a deep dive into the unpredictable world of global investing shaped by geopolitics. She discusses the significant impacts of Trump's tariffs on market sentiment and the resulting cautious strategies among investors. The conversation highlights a shift toward diversification across various global markets, especially in Asia-Pacific's energy sector. Crow also examines the political landscape's influence on U.S. economic stability and the intricate risks of private credit amid changing asset dynamics.
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Fear Over Greed in Investing
- Investors face more fear than greed and are recalibrating portfolios globally.
- Relying solely on major US assets is outdated; diversification is essential now.
Shifting from Concentrated US Tech
- Investors are reducing heavy concentration in a few US tech stocks.
- Gradual reallocation away from US assets toward diversification is underway.
Rise of Alternatives Assets
- Alternatives like infrastructure and real estate are gaining importance for investors.
- Infrastructure assets in Asia-Pacific perform well, while real estate markets are showing mixed signals.