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美世咨询公司:资金正因特朗普因素撤离美国资产
Sou Hu Cai Jing·2025-09-18 02:44

Core Viewpoint - The restructuring of the global trade system by Trump and his pressure on the Federal Reserve to lower interest rates are prompting investors to reduce their allocation to U.S. assets [1] Group 1: Investor Behavior - According to Mercer, 3,900 clients managing a total of $17 trillion in assets are increasingly shifting funds from the U.S. to other markets such as Europe and Japan [1] - Concerns over tariff policies, Trump's interference with the Federal Reserve, rising deficits, and expectations of a weaker dollar are driving this capital outflow [1] Group 2: Market Diversification - Trump's second term has become a catalyst for true diversification in investment portfolios [1] - There is a clear observation of clients' investment portfolios moving towards diversified markets, regions, asset classes, and currencies [1]