Nobody will leave over morals (well except possibly the Norweigan sovereign wealth fund), but it's worth noting that for non-dollar investors, the US markets have basically been flat since the start of 2025, because the dollar has declined.
It's entirely possible that the US no longer takes in more global capital, if this continues. It's very unlikely that all the foreign investors will leave quicker, but it's much more likely that they'll leave as they sell their investments over time.
(Most of them are reinvesting in Europe.)
I saw the news about the danish fund dropping some of their US investment and on closer inspection, in absolute terms it was a drop in the bucket. Mostly an optics maneuvre.
This will be a slow process, but the direction seems pretty clear (I fully expect to see a major economy introduce capital controls within the next twenty years).
Which? US currently has a rocky status due to Trump's interference, but Trump will pass while the likes of EU and Japan won't be able to fix their structural issues of low birthrates, crazy high debt welfare speeding, etc.
In non-dollar terms, the US markets have been flat since 2025 (so basically since "liberation day").
> fix their structural issues of low birthrates,
This is a problem basically everywhere. It's definitely worse in Europe than in the US, but the US is on the same trajectory (modulo immigration).
> crazy high debt welfare speeding
Where exactly are you talking about? The US government has been spending more than it takes in for the past decade at least, mostly on entitlements (i.e. welfare spending).
The US government is running (and has been for at least a decade now) a substantial deficit, which is basically propping up the economy with government support.
> there's more political turmoil at the horizon
Again, look to your own house. Even if you ignore all the Trump noise, the attempted politicisation of the Fed is very dangerous for the US economy.
> Asia?
Asia & Europe. It's beyond absurd that the US stock markets have 65% of total value, and was never going to last forever. All this craziness from the government is just speeding up something that was always going to happen.
Yes, but Trump is a passing issue that will eventually go away, and won't be able to fuck with tarries and the economy anymore just so his friends can do insider trading.
>Asia & Europe.
why do you think so? Japan's economy has no great future prospects, and neither EU's with many German bankruptcies and companies relocating abroad. Chinese companies and workers outside of the largest metro areas have bad time too.
Sees me? I'm European, and am speaking to how I see other Europeans see the US, which comes from the local media which is heavily anti-US as it twists and omits facts to maintain a constant anti-Trump narrative no matter the facts since people lap it up without doing any due diligence or research online.
Remember the BBC famously clipped Trump's speech to make it seem like he said something he didn't actually say on Jan 6.
Talk about using double standards.