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Hedge Funds Regain Appetite for US Stocks, Feel Full of Europe, Asia


Published on 2025-03-17 20:21:10 - Reuters
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  • The bank showed hedge funds added both long and short bets on U.S. stocks, adding hedge funds' global portfolios became more bearish, as the proportion of bets stocks will fall grew relative to long positions last week. In a separate note, JPMorgan disclosed the same trend.

The article from MSN Money discusses a shift in hedge fund investment strategies, highlighting a renewed interest in U.S. stocks while showing a decreased appetite for European and Asian markets. According to a Goldman Sachs report, hedge funds have significantly increased their exposure to U.S. equities, particularly in sectors like technology, consumer discretionary, and industrials. This pivot comes amidst concerns over economic slowdowns in Europe and Asia, influenced by factors such as geopolitical tensions, energy crises, and varying recovery rates from the global health crisis. The report notes that hedge funds are now betting on the resilience and growth potential of the U.S. economy, driven by robust consumer spending, a strong labor market, and ongoing technological innovation. Meanwhile, investments in European and Asian stocks are being scaled back due to uncertainties and less favorable economic conditions in those regions.

Read the Full Reuters Article at:
[ https://www.msn.com/en-us/money/markets/hedge-funds-regain-appetite-for-us-stocks-feel-full-of-europe-asia/ar-AA1B4FI5 ]