The US has always been a substantial part of many investors' portfolios – indeed, it makes up a large part of global markets!
Investors have been considering the impact of tariffs, treasury bond volatility, and a generally unstable and unpredictable policy environment in the US. They also have serious concerns about the longer-term financial implications of the rollback in sustainability commitments across the pond. From climate change to diversity, equity and inclusion, migration and human rights – there are many issues troubling civil society and investors.
How can large, long-term investors grapple with the challenges of investing in the US – and how can they use their influence to protect economies, people and the planet from devastating outcomes?