Investors who were all in on US stocks are starting to look elsewhere

(Image: Getty)

Mon, 24 Mar 2025

By Owen Tucker-Smith Keith Moffat was born in Canada, lives in the Netherlands and has an Irish passport. But until recently, his stock portfolio was (almost) all-American. At one point, around 90% of Moffat’s investments were in US stocks. He sold all of his American holdings in the past few weeks and piled into exchange-traded funds that hold shares of European and other international companies alongside European defence stocks. Moffat said the US market is overpriced. But President Trump’s rhetoric referring to Can...

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