Goldman Sachs(US:GS) Ge Long Hui A P P·2025-09-13 06:39Core Insights - Investors are beginning to question whether they have over-allocated funds in the U.S. market, leading financial institutions to explore growth opportunities in Europe and Asia [1] - There is a growing consideration among investors to hedge against the dollar to mitigate currency fluctuations, indicating a shift in strategy [1] - Despite still viewing the U.S. as a safe haven for capital, there is increasing confusion regarding the U.S. institutional framework among investors [1] Summary by Categories Investor Sentiment - Investors are expressing concerns about overexposure to the U.S. market, suggesting a potential shift in asset allocation strategies [1] - The sentiment reflects a broader trend of seeking diversification beyond the U.S. [1] Currency Hedging - There is a notable increase in discussions around hedging the dollar among investors, some of whom have not engaged in such strategies for the past 15 years [1] - This indicates a proactive approach to managing currency risk as market conditions evolve [1] Institutional Framework - While the U.S. remains a preferred destination for investment, there is a growing sense of uncertainty regarding its institutional framework, which may influence future investment decisions [1]