Archive · 13 Sep 2025
Investors Reassess US Allocations, Eye Europe and Asia for Growth
Imagine you're an investor, deciding where to put your money.
For a while, the US was the top choice, like a safe harbor.
Now, some investors are wondering if they have too much money there.
They're looking at other places, like Europe and Asia, for new opportunities.
A big boss at Goldman Sachs, Robert Kaplan, says that investors are having talks about protecting their money from currency changes.
Even though the US is still seen as a good place to invest, some investors are a bit confused about how things work here.
This is because the US economy is slowing down.
While the US might seem less attractive, globalization is still going strong, and other countries are making global partnerships.
Investors are reevaluating their US allocations.
Many are looking toward Europe and Asia for growth opportunities.
Some investors are considering hedging against the dollar.
Kaplan mentioned more confusion about the US's institutional framework.
Blackstone Inc. plans to invest in Europe over the next 10 years.
- Who
- Investors and Goldman Sachs Vice Chairman Robert Kaplan
- What
- Investors are reevaluating their allocations to the US market and considering investments in other regions, such as Europe and Asia.
- When
- Recent months; Kaplan spoke at the University of Texas at Austin's Energy Symposium on Friday.
- Where
- The US, Europe, Asia, and University of Texas at Austin.
- Why
- Investors are concerned about the US economy, currency fluctuations, and institutional frameworks.
- Source
- Bloomberg L.P.
- Key Figure
- Robert Kaplan, Vice Chairman of Goldman Sachs Group Inc.
- Main Point
- Investors questioning US investment allocation
- Other Regions of Interest
- Europe and Asia
- Focus of Interest in Europe
- Infrastructure and defense