At the Sohn Investment Conference, investors such as David Einhorn and Rob Citrone drew attention to international stocks as the U.S. market faces challenges. Bridgewater's Karen Karniol-Tambour advocated for serious consideration of diversification, suggesting that investors expand their holdings to include markets in Asia and China. Despite the recent volatility in the stock market attributed to Trumpâs tariffs, asset managers are increasingly looking toward opportunities abroad. Einhorn's endorsement of the German company Lanxess exemplifies this shift in investment strategy away from a strictly U.S.-focused approach.
At the Sohn Investment Conference, big-name investors David Einhorn and Rob Citrone emphasized the importance of investing in international stocks and diversifying one's portfolio.
Karen Karniol-Tambour from Bridgewater urged investors to "treat diversification seriously," highlighting the need for exposure to markets outside of the U.S.
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