Do investors really want out of U.S. assets? (June 23, 2025)

Market Matters from New York Life Investments
23/06/2025 23 min
Do investors really want out of U.S. assets? (June 23, 2025)

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Episode Synopsis

Lauren Goodwin and Julia Hermann examine a key question hanging over global allocation: do investors want out of the U.S.? This week’s episode explores what recent Treasury auction results and a weaker U.S. dollar reveal about investor sentiment and global capital flows. As diversification gains attention, they examine whether these shifts signal a broader move away from U.S. assets or simply reflect a changing global landscape. 

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