Mark Dowding

All of a sudden, there's a bit of a rethinking about how much can you rely on the U.S. if you're located overseas. And all of a sudden, the U.S. is looking like a less attractive destination for your capital. It's no longer looking as safe as it once was.

So purely looking at things from a currency perspective, I think it's the yen that I have at the top of my list. But I think there are other global currencies that also look relatively attractive. I mean, I'd rather own European stocks denominated in euros or Japanese stocks denominated in yen at the moment.

So purely looking at things from a currency perspective, I think it's the yen that I have at the top of my list. But I think there are other global currencies that also look relatively attractive. I mean, I'd rather own European stocks denominated in euros or Japanese stocks denominated in yen at the moment.

So purely looking at things from a currency perspective, I think it's the yen that I have at the top of my list. But I think there are other global currencies that also look relatively attractive. I mean, I'd rather own European stocks denominated in euros or Japanese stocks denominated in yen at the moment.

Those overseas markets, which maybe have been underloved and overlooked for a period, are now likely to see a bit more attention. We're also looking at a world where there's more of a sense in which there's more of a home bias going forward, more of a sense of let's keep more of our money at home.

Those overseas markets, which maybe have been underloved and overlooked for a period, are now likely to see a bit more attention. We're also looking at a world where there's more of a sense in which there's more of a home bias going forward, more of a sense of let's keep more of our money at home.

Those overseas markets, which maybe have been underloved and overlooked for a period, are now likely to see a bit more attention. We're also looking at a world where there's more of a sense in which there's more of a home bias going forward, more of a sense of let's keep more of our money at home.

And of course, if those countries do keep their money more at home, it means that the US is going to benefit less from overseas investors supporting their markets. Time will tell, we'll have to see.

And of course, if those countries do keep their money more at home, it means that the US is going to benefit less from overseas investors supporting their markets. Time will tell, we'll have to see.

And of course, if those countries do keep their money more at home, it means that the US is going to benefit less from overseas investors supporting their markets. Time will tell, we'll have to see.