In early 2025, global investors have witnessed an uncommon convergence: US equities, Treasuries and the dollar have all moved lower at the same time. This combination is unusual and has prompted renewed discussion around the durability of the US dollar’s global role, which our Investment Committee explore in their latest article.
Yesterday, global equity markets reacted sharply to the announcement that DeepSeek’s latest AI assistant surged to the top of Apple’s iPhone download charts over the weekend, sparking market-wide doubts about America’s dominance in AI.
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