In this episode of the Financial Standard podcast, Senior Investment Analyst, Daniel Martin, examines the evolving idea of US exceptionalism and what it means for investors today.
With the S&P500 rising more than fivefold since 2011, the US has cemented its position as the go-to market. But as economic headwinds build – from weakening consumer confidence to rising geopolitical tensions and ongoing fiscal uncertainty – questions are emerging about whether this outperformance is sustainable.
Daniel discusses the key drivers behind the US market’s resilience, the risks that may be hiding beneath the surface, and how Australian investors can navigate the current landscape, including the implications of the latest tariff developments.