Global investors wary of U.S. stocks as trade war concerns grip sentiment
International stocks have outperformed their U.S. peers by 16% over the past four months, the largest gap on record.
Global investors are growing increasing cautious on stocks, and U.S. equities in particular, as concern about the Trump administration's trade war weighs on risk sentiment heading into the summer and beyond.
Bank of America's closely tracked Flow Show report, published Friday, suggests there's been "little evidence" that investors are dumping U.S. assets in the wake of President Donald Trump's Liberation Day tariff reveal on April 2. But the study notes an uptick in demand for international stocks, with European names at the top of the list, amid the trade war uncertainty.
