US Edition
Investors shift to European markets as Trump tariffs, economic data fuel uncertainty in US stocks, says LGT's Advani
- Investors are shifting their focus to European markets amid escalating US tariffs and economic uncertainties in 2025.
- This shift results from US fiscal imbalances, tariff risks, labor market cooling, and broad weakness in US assets including equities and the dollar.
- Europe's attractiveness is supported by Germany's EUR 500 billion investment in security and infrastructure, a strong Q1 earnings season, and the European Central Bank's interest rate cuts.
- Jeffrey Gundlach forecasts the end of US market leadership, noting stretched valuations and predicting capital flow shifts, while Steve Schwarzman calls the current moment a "major opportunity" for Europe.
- The ongoing global reallocation of capital toward Europe could reshape financial landscapes in 2025, urging investors to consider realigning portfolios accordingly.
32 Articles
32 Articles
Deutsche Welle
einnews.comIs Donald Trump making Europe great again?
The US president's erratic trade policy is unnerving investors in the US, while at the same time opening up opportunities for European businesses to capture their attention. Will they seize the moment?
The capital flow of US markets into European equity funds is intensifying. The reason for this is not to look for Donald Trump alone. Investors doubt the AI boom and weather good business at Rheinmetall and Co.
More and more capital comes from the USA to Europe and especially Germany, investors are just reorienting themselves. This shows that trust is important after all.
The future of exchanges: Global capital flows in the age of Trump, tariffs and trade wars
International: Top News And Analysis CNBC’s Martin Soong hosts a roundtable in Singapore with stock exchange leaders from around the world to discuss how U.S. exceptionalism is reshaping global capital flows.The post The future of exchanges: Global capital flows in the age of Trump, tariffs and trade wars appeared first on PinoyFeeds.
Europe's stock exchanges have overtaken US markets for the first time in many years in the first half of this year.
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