欧洲最大资管公司东方汇理称正在减持美元资产

Core Viewpoint - The CEO of Amundi, the largest asset management company in Europe, announced a strategic shift away from dollar assets towards investments in Europe and emerging markets [1][3]. Group 1: Investment Strategy - Over the past 12 to 15 months, the company has significantly diversified its investments and is advising clients to adopt a diversified asset allocation in the coming year [3]. - The CEO warned that if current U.S. economic policies persist, the dollar is likely to continue weakening [3]. Group 2: Market Dynamics - Key drivers for the large-scale shift of funds from the dollar to other assets include the U.S. fiscal deficit, erratic economic policies, and uncertainty regarding future Federal Reserve policies [5]. - Initially, international investors hedged against dollar depreciation by purchasing gold, but have since begun to actively reduce their allocation to U.S. assets to lessen dependence on the dollar [5]. Group 3: Company Performance - Amundi's latest performance report indicates that by the end of December 2025, the company's assets under management are projected to reach a record high of €2.4 trillion [5].