Victor Haghani: We're Underweight US, Overweight Non-US

Elm Wealth’s Victor Haghani reveals a strategic shift, underweighting US equities in favor of non-US markets, citing stronger growth potential abroad in April 2026. The CIO highlights emerging opportunities in international markets, particularly in regions with undervalued assets and faster economic expansion compared to the US. Haghani anticipates a wave of high-profile IPOs, suggesting they could reshape global equity allocations and attract significant investor interest later this year. He emphasizes diversification beyond US-centric portfolios, arguing that non-US markets now offer better risk-adjusted returns amid evolving geopolitical and economic conditions. The discussion underscores a broader trend of institutional investors recalibrating exposure as global growth dynamics shift away from traditional US dominance.