Family offices are moving money out of the U.S. on tariff, economic fears
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At his Singapore-based family office, Srihari Kumar has long favored U.S. investments. Limited time: Save 25% on NBC News subscription Get exclusive reporting, live Q&As and ad-free reading. The former Goldman Sachs managing director, who also co-founded TPG-Axon Capital, takes a truly global view of investing. The portfolio at his family office, LionRock Capital, has traditionally been about 40% in the U.S., 40% in India and 20% in the rest of the world. In the past six months, however, that has shifted.
AI Summary
Main Idea: Srihari Kumar’s LionRock Capital is shifting some money out of the U.S. as tariff worries, policy uncertainty, and higher market risk push family offices to look for safer options abroad.
Key Points:
- LionRock Capital has raised its investments outside the U.S. and India to more than 25%, mainly by trimming its U.S. holdings.
- Kumar said tariffs, slower government spending, and economic uncertainty make him less willing to add more money to the U.S. right now.
- Family offices are also putting more cash into gold, real estate, and non-U.S. stocks as a hedge against market swings.
- Experts say the move is still modest, but if it grows, less capital flowing into the U.S. could raise funding costs and hit valuations.
Impact on the People
Negative Impact
If family offices like LionRock Capital move less money into US markets, borrowing costs and stock prices could rise, which can hurt households, small businesses, and retirement accounts.
Positive Impact
More global investing may reduce risk for some investors and keep capital flowing to jobs and firms outside the US
How did each entity affect people?
Rate how each entity in this article affected the American people.
- Primary:LionRock Capitalcompany
- Primary:Srihari Kumarperson
Candidate Entities5 candidates · 5 weighted vote min · 70% decision
- LionRock CapitalcompanyPrimaryEvaluated
Kumar’s family office is a primary subject of the article’s discussion of moving money out of the U.S.
Include 0 (0%)Ignore 0 (0%)5 to threshold - Srihari KumarpersonPrimaryEvaluated
Named investor and family office principal whose portfolio shift is a central example in the story.
Include 0 (0%)Ignore 0 (0%)5 to threshold - President Donald TrumppersonMajorAI selected
The president is cited for the tariff announcement that helps drive the article’s core investment shift narrative.
Include 0 (0%)Ignore 0 (0%)5 to threshold - Citi Private BankcompanyContextCandidate
Its family office head is quoted on allocation trends, making the firm a supporting market actor.
Include 0 (0%)Ignore 0 (0%)5 to threshold - J.P. Morgan Private BankcompanyContextCandidate
Mentioned through a quoted executive discussing diversification and capital allocation.
Include 0 (0%)Ignore 0 (0%)5 to threshold
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