BlackRock Investment’s Vivek Paul suggests a tactical overweight to US assets in the short-term, driven by AI dominance. While the US will likely remain a significant portfolio component due to its economic strength, long-term macro uncertainty is exceptionally high. Geopolitical flux, tariff uncertainties, and evolving global supply chains challenge established macro anchors, demanding a cautious approach to long-term investment strategies.
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Does US continue to be the most preferred destination in the long haul? BlacRock's Vivek Paul answers
