Ian Smith

Ian Smith, a Financial Times reporter specializing in markets, joins the conversation to unveil the shift from U.S. investments towards Europe. He delves into the reasons behind this trend, highlighting rising political risks and the decline of the S&P 500. The discussion touches on the growing preference for European assets among institutional investors, the intriguing dynamics of currency hedging, and the implications for the dollar's future. Smith also adds a playful twist by exploring asset allocation strategies and economic sentiment.