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Oaktree Capital Co-CEO: Investors are discussing reducing exposure to the United States.

07/05/2025

Armen Panossian, Co-CEO of Oaktree Capital, said that due to concerns over the Trump administration's trade policies potentially harming the economy and investment environment, clients are discussing reducing their exposure to the US by up to 10%. Panossian, speaking at the Milken Institute Global Conference, noted that American investors are more inclined to believe that tariff negotiations will be completed before causing significant harm, while non-American investors are concerned about damage to the US reputation.

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