Financial Times: Amundi, il più grande gestore patrimoniale europeo, sta riducendo la sua esposizione agli asset in dollari USA e si sta rivolgendo ai mercati europei ed emergenti.
https://www.ft.com/content/20d0d30f-c36d-4839-ba56-351327b7410f
di Karash770
7 commenti
It’s crazy how much damage one degenerated person can cause to the economy.
Trump or no trump the overall exposure to US markets was reaching absurd levels these past few years as a consequence of this 10 year rally around FAANGS. Everyone is fretting about a potential bubble burst-in waiting as massive investments are made under the guise of near-AGI. So you would want even in a baseline scenario to hedge your bets a little bit more.
🇪🇺 Invest in Europe 🇪🇺
Paywall. Can you post some of it?
Dollar weakening decreases the value of the assets, and it is only logical to diversify from assets in weakening currency.
European ownership of US equities has never been higher.
The dollar is devaluating, and they plan to lower interest rates at the same time. Investing there is not profitable under these circumstances.