From 'Sell America' to 'Hedge America': Investors Shift US Market Strategy

• Global investors are moving from outright selling U.S. assets to a more cautious "Hedge America" strategy.
• The "Sell America" trend emerged in 2025 due to geopolitical tensions, trade uncertainty, and high valuations.
• Instead of divesting, investors now use financial tools like currency hedges and derivatives to protect U.S. holdings.
• A weakening U.S. dollar and macroeconomic uncertainty are key drivers for this hedging approach.
• The "Hedge America" trade signals a strategic mindset, balancing potential returns with risk control in U.S. markets.