[Top-of-Mind] US exceptionalism and the way forward

Speaker: Paula Campbell Roberts, Chief Investment Strategist for Global Wealth, KKR,Moderator: Eli Lee, Chief Investment Strategist, Bank of SingaporeMacroeconomic uncertainty is intensifying against the backdrop of tariff risks and growing concerns over inflation and US fiscal sustainability. Investors are also increasingly questioning the US exceptionalism narrative, even as the rally in US equities to new records reflects significant optimism for now. How should investors position themselves to stay relevant in a shifting global landscape?In our Top-of-Mind podcast series, we unpack the various dimensions of these issues with leading business leaders and industry experts globally. Visit ⁠this page⁠ for the latest investment insights from Bank of Singapore.Note: The Bank is not responsible for the accuracy or completeness of the information provided by any external presenters which may change without prior notice. The external presenters may hold views which are not representative of the views of the Bank, and such views may have been derived without discussion, consultation or agreement with the Bank. You will need to decide as to whether or not the contents are suitable for you. When you are in doubt, please seek your own independent financial, legal, tax or other advice as you deem fit. Neither the Bank nor any of its officers accept any liability for any loss whatsoever arising out of or in connection with your use of the information in the presentation.