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Brown Brothers Harriman: Shifting sentiment in US Assets and the alternative safe haven

With global uncertainty at its peak, markets are seeing unprecedented movements in asset allocation that could reshape investment strategies for years to come. Elias Haddad, global macro strategist at Brown Brothers Harriman discusses the nuanced terrain of US assets, emerging markets, and the eagerly anticipated hard data set to be published this June that could shed light on US market outflows.

The strategist looks at the signals behind the noise, and the outperformance of European stocks, and pinpoints which assets he sees as the “ultimate safe haven” for the ongoing market uncertainty.

09.06.2025