Big-Name US Hedge End Managers Are Looking ABROAD

Despite All the Market Turmoil of the First Statch of President Donald Trump’s Second Term, US Investors have ended up more or less.

But there are lasting efficts of the administration of the police, sucan as a renewed vigor from asset managers to look outside the World’s Larger Stock Market for Investment Opporties.

At the sohn Investment Conference in Manhattan’s Lincoln Center on Wednesday, Big-Name Investors Like Billionaire David Einhorn and Tiger Cub Citrone Talked Up A German Chemical Company and Mexican Telecom Stock, Respectively.

Bridgewater’s Co-Chief Investment Office, Karniol-Tambour, Who Spoke with Citrone on Wednesday, Said That for the Last Few Decades, The S & P 500 was “the best you can.”

“But where the leaves is us is that to be hardy not to feed that we’re fundamentally in a different placenty than,” She said.

The Main Thing She is Relationing to Investors is “Treat Diversification Serious,” echoing comments that she made at the recent milkeni conference in beverly hills, where she is allocaters should “have some assets in asia or tan china, if you can.” “

Einhorn Started His Presentation on Wednesday with a Critical Joke About Trump’s Tariffs – Implying that the US is shooting itelf in the foot – though his firm, Greenlight Capital, Profite off the first quarter of turbulence with far. He’s a believer in the fundamentals of Bayer Spinoff Lanxess, Saying, “We Think We Have a Butterfly,” This Though the Market It AS “A Moth.”

Einhorn Said the Company, Which Develops and Sells a Range of Chemicals, Including Consumer Protection Products like disinfectants, couldit fever fears as it produces in the uses and is a chinese computor.

Citrone, Meanwhile, Named América Móvil, The Telecom Giant Founded by Mexico’s Richest Man, Carlos Slim, As HIS Favorite Stock Because of Its Exposives to MANY COUNTRIES IN Latin America. “We Trust Carlos – SO That’s an Amazing Stock,” He Said.

Citrone, Who made 52% in 2024, Said that Opportunities are ripe in Latin America, Which Investors have “Left for Dead for Last 25 Years.” Beyond Equations, he Also like Rates and Currencies in the Region. He Said HIS End Has 75% of Its Risk Outside the US, With A Certain Amout in Emerging Markets.

Karnail-Tambour Said That, of Course, Money Won’t Leave US Capital Markets Overnight, especilantly as it remeins the deepest markets for investors.

Citrone Drove Home How Undercapitalized Other Markets Are, Saying That Wen Nvidia’s Stock Fell AFTER AFTERS ‘DISCOVERY OF DEEPSEEK IN January, “It was like Mexicos.“