Why investors overexposed to the US should think twice
Most investors will have a sizeable weighting to the US stock market, particularly those who own global index funds or ETFs, which have weightings of around 70% to US companies. Some active global fund managers go against the crowd by holding less in the US, including James Harries of STS Global Income & Growth Trust. James explains why over a quarter of the portfolios invested in UK shares, and runs through changes made to the investment trust during the stock market sell-off in April triggered by US President Donald Trump’s tariff policies.
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