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Goldman Sachs: Hedge funds consider increasing holdings in European stocks, interest in North America sharply declines A survey conducted by Goldman Sachs Group of 333 investors showed that Europe is considered the most attractive region in the second half of this year. These investors, whose hedge fund assets total over $1 trillion, have shifted their focus to Europe for the first time since 2018, with interest in North America declining sharply. The report from Goldman Sachs stated, "The volatility and policy uncertainty in the United States continue to exist in the first six months of 2025. Therefore, investors seem to be turning to other potential focus areas now." The survey revealed that 28% of allocators plan to increase their investments in Europe, while only 2% plan to decrease their investments in Europe. In the first half of 2025, European stock markets outperformed the US stock market, boosted by unexpected returns from fiscal measures and defense spending plans. The US stock market, on the other hand, suffered from concerns about tariffs and the impact of artificial intelligence on trade, causing economic damage.