Core Viewpoint - Large asset management institutions are shifting their focus back to the U.S. market, abandoning previous strategies of moving towards other markets, as they aim to boost year-end performance amid expectations of interest rate cuts and the influence of AI on market forecasts [1] Group 1: Market Trends - Following the announcement of high tariffs by President Trump on April 2, global fund managers sold U.S. stocks at a record pace, but the market has since recovered, with U.S. stocks rising by 7% in the past quarter [1] - The dominance of Wall Street has returned, with traders pricing in a 110 basis point interest rate cut by the Federal Reserve by the end of 2026 [1] Group 2: Investment Strategies - Investors are likely to continue favoring U.S. assets in the next quarter, driven by the positive outlook on the economy and stock market targets being raised by analysts due to AI advancements [1] - Salman Ahmed, head of global macro and strategic asset allocation at Fidelity International, expresses a neutral stance on European and Japanese markets while remaining optimistic about small-cap stocks that typically benefit from interest rate cuts [1]
机构：AI与降息预期重燃投资热情，美股吸引力再度回归
Ge Long Hui A P P·2025-09-25 07:21