/Insights/JANA Podcast: Has US Exceptionalism Peaked? (Part 1)
Insights & Perspectives

JANA Podcast: Has US Exceptionalism Peaked? (Part 1)

Is this the end of US exceptionalism?
Since “Liberation Day” in April, it’s become one of the most asked questions by JANA clients. In this two-part mini-series, Christopher Beattie is joined by Gary Wilson, JANA’s Head of Capital Markets, to explore this theme in detail.
1 Oct 2025   |   Capital markets
by Christopher Beattie
by Gary Wilson
In Part 1, they unpack:
  • What US exceptionalism means in the context of financial markets
  • How the US achieved sustained outperformance post-GFC
  • The role of the USD as a global reserve currency, and
  • Whether the rise of US nationalism, China, and other macro shifts signal a turning point
Stay tuned for Part 2, where they’ll dig into the implications for US Equities, Treasuries and the US Dollar as well as portfolio positioning.

Important information

This podcast is issued by JANA Investment Advisers Pty Ltd (ABN 97 006 717 568) (AFSL 230693) (‘JANA’). It is intended for use only by a ‘wholesale client’ (as defined in the Corporations Act).

Where JANA relies on third parties to provide information used in this recording, JANA its directors and its employees, are not responsible for the accuracy of that information. Opinions expressed constitute JANA’s judgement at the time of this publication and are subject to change. Subsequent changes in circumstances may also affect the accuracy of the information.

Any past performance noted in the recording is not indicative of future performance.

JANA does not provide any guarantee about the future performance of the investment products, managers, asset classes or capital markets discussed.

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JANA respectfully acknowledges the Traditional Custodians of the land where we work and live. We pay our respects to Elders past, present and emerging. We celebrate the stories, culture and traditions of Aboriginal and Torres Strait Islander Elders of all communities who also work and live on this land.