24 January 2025 Economics & Growth | US

Ep. 252: Jay Pelosky on How US Equities Could Underperform Rest of the World

By Bilal Hafeez
1 min read

Jay Pelosky is the founder of TPW Advisory. He has over 35 years of buy-side and sell-side financial market experience. Before going independent, Jay was at Morgan Stanley, where he was ranked #1 by Institutional Investor in Global Equity Strategy and Global Asset Allocation Strategy. In this podcast, we discuss:

How US, Europe and Asia are fighting over AI, climate and defence
Fiscal capacity matters for growth stories
Global equity bull market still in play
US equities to underperform rest of the world in 2025
Why Trump policies may not boost US stocks
How Germany and China could surprise
Japan repatriation
Asset allocation views

You can get more details on Jay’s work here and you can follow him on Twitter here.

(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)

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Ep. 252: Jay Pelosky on How US Equities Could Underperform Rest of the World

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