Lates News

Goldman Sachs: Hedge funds consider increasing holdings in European stocks, interest in North America sharply declining A survey conducted by Goldman Sachs Group of 333 investors showed that Europe is seen as the most closely watched region in the second half of this year. These investors manage hedge fund assets totaling over $1 trillion. The report stated that this marks the first time since 2018 that the European continent has become the top target, while interest in North America has sharply declined. The Goldman Sachs report stated, "Volatility and policy uncertainty continued to persist in the United States in the first half of 2025. Therefore, investors seem to be shifting attention to other potential focus areas." The survey revealed that 28% of allocators plan to increase investments in Europe, while only 2% plan to decrease investments in Europe. In the first half of 2025, European stock markets outperformed US stock markets due to unexpected boosts from fiscal measures and defense spending plans. The US stock market, on the other hand, was hit by concerns over tariffs and the economic damage caused by the contraction of AI trade.