Latest news with #GarethNicholson
Yahoo
10 hours ago
- Business
- Yahoo
Uncertainty Drives Rotation Out of the US: Nomura's Nicholson
Geopolitical instability and ambiguity around tariff impacts are key factors shaping global markets, according to Gareth Nicholson, Nomura CIO and Head of Discretionary Portfolio Management. Ongoing uncertainty is also prompting a rotation of assets out from the US. He speaks on Bloomberg's The China Show. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Bloomberg
10 hours ago
- Business
- Bloomberg
Uncertainty Drives Rotation Out of the US: Nomura's Nicholson
Geopolitical instability and ambiguity around tariff impacts are key factors shaping global markets, according to Gareth Nicholson, Nomura CIO and Head of Discretionary Portfolio Management. Ongoing uncertainty is also prompting a rotation of assets out from the US. He speaks on Bloomberg's The China Show. (Source: Bloomberg)
Yahoo
02-05-2025
- Business
- Yahoo
High Exposure to the US 'Doesn't Make Sense': Nomura's Nicholson
Maintaining an overweight exposure to US equities "doesn't make sense," Nomura's Gareth Nicholson tells Bloomberg. Speaking on The China Show, Nicholson advises traders to diversify their assets internationally. He also cautions investors to stay vigilant for potential geopolitical upsets stemming from a lack of progress in the US-China trade impasse. Despite some positive signals, Nicholson warns that markets could unwind rapidly in response to disappointing news.
Bloomberg
01-05-2025
- Business
- Bloomberg
High Exposure to the US ‘Doesn't Make Sense': Nomura's Nicholson
Maintaining an overweight exposure to US equities 'doesn't make sense,' Nomura's Gareth Nicholson tells Bloomberg. Speaking on The China Show, Nicholson advises traders to diversify their assets internationally. He also cautions investors to stay vigilant for potential geopolitical upsets stemming from a lack of progress in the US-China trade impasse. Despite some positive signals, Nicholson warns that markets could unwind rapidly in response to disappointing news. (Source: Bloomberg)
