In the first half of 2025, the European stock markets made up the markets in the United States – for the first time in many years. The main reason for this is the customs lid threats of US President Donald Trump.
According to investment managers and economists, international investors have deducted high billions of billions from the American markets and moved to Europe. The main reason for the capital discharge from the United States is therefore in customs limit threats and an irregular change of natural in Trump. This means that the international money flows have changed the direction at least for the time being. Because immense amounts flowed to the US in previous years.
European main winners are the stock markets in Germany, Spain and Italy, each with double price control. The Dax has increased by around 16 percent since the beginning of the year despite the recent losses. The US stock markets, on the other hand, only registered a meager climber of less than two percent.
Investor fees Klotsen back to Europe
“Numerous evidence indicates an important movement of investor funds from the US to Europe, but also to other regions such as Japan,” explains Ludovic Subran, with Munich Allianz as Chief Investment Officer the most important person responsible for investments. With almost 2.5 trillion euros, the Munich Dax Group is one of the Guild International sizes.
Previously, the big money from all over the world had years of flowing to the American financial markets. “This has now changed,” Vincenzo Vedda, Global Chief Investment Officer, confirms the asset manager of Deutsche Bank. “From a highly overweight overweight of the United States by the fund managers at the end of 2024, such a significant underweight.”
Source: Krone
I’m Ben Stock, a journalist and author at Today Times Live. I specialize in economic news and have been working in the news industry for over five years. My experience spans from local journalism to international business reporting. In my career I’ve had the opportunity to interview some of the world’s leading economists and financial experts, giving me an insight into global trends that is unique among journalists.
