欧洲最大资管公司东方汇理表示，未来一年将减少对美国的投资

Group 1 - The core viewpoint is that Amundi, Europe's largest asset management company, is actively reducing its investments in dollar assets and reallocating funds towards Europe and emerging markets due to concerns over U.S. economic policy and the weakening of the dollar [1][3] - Amundi currently manages €2.4 trillion in assets and has been diversifying its investment portfolio over the past 12 to 15 months, a strategy that will continue into the next year [3] - The shift in strategy is a response to market concerns regarding the instability of U.S. government economic policies, which have led to a significant depreciation of the dollar since April of last year [3] Group 2 - Investors initially turned to gold as a hedge against dollar depreciation, contributing to a substantial rise in gold prices, and have since begun diversifying their investments to reduce reliance on U.S. assets [3] - This trend of reallocating funds is driving continuous investment into fixed income and equity assets in Europe and emerging markets [3][4] - Market data indicates that emerging market equities are set to achieve their best annual performance since 2017, with strong momentum continuing into early 2026 [4]