Will Europe continue to benefit as investors avoid Mag 7?

US President Trump’s tariffs have not only impacted trade agreements globally but have also raised questions about investing in the US. Investors have looked to diversify away from America, with outflows seen across large and small caps. European and global funds have benefited as investors look to rebalance their portfolios with wider exposure. Market turbulence and uncertainty have led investors to seek alternatives to US equities. Many successful alternatives exist, from European banks to gold and other commodities. Analysis suggests that the idea of ‘American exceptionalism’ still exists...