Part 7/8:
Cameron also stressed the importance of the U.S. dollar's strength in shaping market leadership. A strong dollar could suppress performance from non-U.S. assets. Potential shifts in the dollar’s value, including adverse impacts from a slowdown in U.S. growth, remain critical considerations for 2025.
Furthermore, there might be selective opportunities outside the U.S., particularly in high-quality companies trading at discounts compared to their U.S. counterparts. Cameron's approach aims to navigate uncertainties while ensuring stability in investment outlooks.