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@iankmsmith.ft.com

“Frankly, I think we’ve seen peak investment in US assets” Bankers, fund managers and CIOs predict slow bleed out of dollar assets, as real money chips away at a big US overweight. With @marymcd.bsky.social on.ft.com/4jQ7EKf

on.ft.comSelling of dollar assets signals start of longer-term shift, warn investors[FREE TO READ] Big institutional money managers said to trim US exposure on concerns over policymaking

10/5/25, 9:22 pm27 reposts82 likes

Ian Smith

@iankmsmith.ft.com

11 May 2025

I talked with @katie0martin.ft.com on the signs of this rotation here bsky.app/profile/iank...

Ian Smith@iankmsmith.ft.com

Who needs the US anyway? It's a European takeover of the Unhedged podcast. I chatted with @katie0martin.ft.com about a creeping reappraisal of dollar assets... especially those unhedged www.ft.com/content/0195...

ft.comWill the real money pivot to Europe?Money managers may be slowly moving assets out of the US

erinnr.bsky.social

@erinnr.bsky.social

10 May 2025

Paywall, as too many have used this link 🫤

Helen Style

@helenstyle.bsky.social

11 May 2025

Serious investment, as opposed to speculation, requires a degree of reliability from its assets.