North American Investors Prioritize Resilience and Domestic Opportunity as Inflation Risks Persist, Finds IFM Investors
Why now
Thesis: Inflation keeps investors defensive and domestic
Catalyst to watch: CPI prints and Fed guidance
Main risk: Survey may not reflect actual flows
Why it matters
Persistent inflation is pushing investors toward resilience and domestic assets, hinting at defensive positioning shifts.
Sources
- googlenews · news.google.com · 2026-09-28 17:00 UTC