The “Sell America” narrative has resurfaced amid rising geopolitical tensions and a more assertive US policy stance, but markets suggest a more nuanced reality.

US equities remain supported, Treasuries continue to attract demand, and foreign investors are still allocating into US assets.

Instead, the adjustment appears to be happening through the US dollar, while gold is gaining prominence as a key hedge against policy uncertainty and shifting global dynamics.

On The Wealth Tracker, Hongbin Jeong speaks to Arun Sai, Senior Multi-Asset Strategist at Pictet Asset Management, on why this may be less about exiting US markets and more about reducing USD exposure and building gold as a structural hedge.

The &ldquo;Sell America&rdquo; narrative has resurfaced amid rising geopolitical tensions and a more assertive US policy stance, but markets suggest a more nuanced reality.
US equities remain supported, Treasuries continue to attract demand, and foreign investors are still allocating into US assets.
Instead, the adjustment appears to be happening through the US dollar, while gold is gaining prominence as a key hedge against policy uncertainty and shifting global dynamics.
On The Wealth Tracker, Hongbin Jeong speaks to&nbsp;Arun Sai, Senior Multi-Asset Strategist at Pictet Asset Management, on why this may be less about exiting US markets and more about reducing USD exposure and building gold as a structural hedge.

Your evening guide to the day's most important topics — navigate the key events in politics, business, markets, wealth management, and top investment opportunities. Keeps you informed and ahead of the curve, daily.

Money Matters is your guide to navigating the day's most important topics, from politics and current affairs to wealth management and trending issues. Every evening, the team delivers insightful discussions on business news, market movements, and the latest in alternative assets. Whether navigating the political landscape, understanding the economy, or uncovering emerging investment opportunities, Money Matters keeps you informed and ahead of the curve. Tune in daily to Hongbin Jeong and Chua Tian Tian from 4 pm to 7 pm on MONEY FM 89.3.

Money Matters is your guide to navigating the day's most important topics, from politics and current affairs to wealth management and trending issues. Every evening, the team delivers insightful discussions on business news, market movements, and the latest in alternative assets. Whether navigating the political landscape, understanding the economy, or uncovering emerging investment opportunities, Money Matters keeps you informed and ahead of the curve. Tune in daily to Hongbin Jeong and Chua Tian Tian from 4 pm to 7 pm on MONEY FM 89.3.