May 21, 2025

Asset managers at Goldman Sachs and JPMorgan are witnessing a surge in investor inquiries regarding the stability of U.S. assets, prompting a strategic shift of funds towards Europe amidst looming trade-related market disruptions. For more details, visit the original report here. According to data from the IndexBox platform, European markets have seen a significant inflow of capital, with European equity ETFs accumulating 34 billion euros ($38.6 billion) by May 16, vastly outpacing the 8.2 billion euros directed towards U.S. equity funds. This marks a stark reversal from 2024, where U.S. equity funds in Europe had a dominant inflow ratio of more than 8:1 compared to local products.

Market volatility in the U.S. has led investors to hedge their bets, with many opting to diversify their portfolios by increasing their stakes in European and Asian markets, and maintaining higher cash reserves. Matt Gibson, head of the client solutions group at Goldman Sachs Asset Management, noted a cautious trimming of U.S. exposure, with a gradual reallocation towards Europe and Asia. Despite this shift, there is no indication of a mass exodus from U.S. markets, as the appeal of tech giants, often referred to as the ‘Magnificent 7’, remains strong.

JPMorgan Asset Management has also reported heightened interest in European investments, particularly in private assets, as nations like Germany announce expansive fiscal plans. Brandon Robinson, deputy global head of private markets, confirmed the uptick in inquiries about European investments. Alexandra Wilson-Elizondo, multi-asset co-Chief Investment Officer at Goldman Sachs, emphasized the importance of incorporating asset and currency hedges into portfolios to navigate the turbulent market landscape.

Source: IndexBox Market Intelligence Platform



1. INTRODUCTION

Making Data-Driven Decisions to Grow Your Business



REPORT DESCRIPTION
RESEARCH METHODOLOGY AND AI PLATFORM
DATA-DRIVEN DECISIONS FOR YOUR BUSINESS
GLOSSARY AND SPECIFIC TERMS



2. EXECUTIVE SUMMARY

A Quick Overview of Market Performance



KEY FINDINGS

MARKET TRENDS
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3. MARKET OVERVIEW

Understanding the Current State of The Market and Its Prospects



MARKET SIZE
CONSUMPTION BY COUNTRY
MARKET FORECAST TO 2030



4. MOST PROMISING PRODUCT

Finding New Products to Diversify Your Business


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TOP PRODUCTS TO DIVERSIFY YOUR BUSINESS
BEST-SELLING PRODUCTS
MOST CONSUMED PRODUCT
MOST TRADED PRODUCT
MOST PROFITABLE PRODUCT FOR EXPORT



5. MOST PROMISING SUPPLYING COUNTRIES

Choosing the Best Countries to Establish Your Sustainable Supply Chain


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TOP COUNTRIES TO SOURCE YOUR PRODUCT
TOP PRODUCING COUNTRIES
TOP EXPORTING COUNTRIES
LOW-COST EXPORTING COUNTRIES



6. MOST PROMISING OVERSEAS MARKETS

Choosing the Best Countries to Boost Your Exports


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TOP OVERSEAS MARKETS FOR EXPORTING YOUR PRODUCT
TOP CONSUMING MARKETS
UNSATURATED MARKETS
TOP IMPORTING MARKETS
MOST PROFITABLE MARKETS


7. GLOBAL PRODUCTION

The Latest Trends and Insights into The Industry



PRODUCTION VOLUME AND VALUE
PRODUCTION BY COUNTRY


8. GLOBAL IMPORTS

The Largest Importers on The Market and How They Succeed



IMPORTS FROM 2012–2024
IMPORTS BY COUNTRY
IMPORT PRICES BY COUNTRY


9. GLOBAL EXPORTS

The Largest Exporters on The Market and How They Succeed



EXPORTS FROM 2012–2024
EXPORTS BY COUNTRY
EXPORT PRICES BY COUNTRY



10. PROFILES OF MAJOR PRODUCERS

The Largest Producers on The Market and Their Profiles


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11. COUNTRY PROFILES

The Largest Markets And Their Profiles


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United States
China
Japan
Germany
United Kingdom
France
Brazil
Italy
Russian Federation
India
Canada
Australia
Republic of Korea
Spain
Mexico
Indonesia
Netherlands
Turkey
Saudi Arabia
Switzerland
Sweden
Nigeria
Poland
Belgium
Argentina
Norway
Austria
Thailand
United Arab Emirates
Colombia
Denmark
South Africa
Malaysia
Israel
Singapore
Egypt
Philippines
Finland
Chile
Ireland
Pakistan
Greece
Portugal
Kazakhstan
Algeria
Czech Republic
Qatar
Peru
Romania
Vietnam

LIST OF TABLES

Key Findings In 2024
Market Volume, In Physical Terms, 2012–2024
Market Value, 2012–2024
Per Capita Consumption, By Country, 2018–2024
Production, In Physical Terms, By Country, 2012–2024
Imports, In Physical Terms, By Country, 2012–2024
Imports, In Value Terms, By Country, 2012–2024
Import Prices, By Country Of Destination, 2012–2024
Exports, In Physical Terms, By Country, 2012–2024
Exports, In Value Terms, By Country, 2012–2024
Export Prices, By Country Of Origin, 2012–2024



LIST OF FIGURES

Market Volume, In Physical Terms, 2012–2024
Market Value, 2012–2024
Consumption, By Country, 2024
Market Volume Forecast to 2030
Market Value Forecast to 2030
Products: Market Size And Growth, By Type
Products: Average Per Capita Consumption, By Type
Products: Exports And Growth, By Type
Products: Export Prices And Growth, By Type
Production Volume And Growth
Exports And Growth
Export Prices And Growth
Market Size And Growth
Per Capita Consumption
Imports And Growth
Import Prices
Production, In Physical Terms, 2012–2024
Production, In Value Terms, 2012–2024
Production, By Country, 2024
Production, In Physical Terms, By Country, 2012–2024
Imports, In Physical Terms, 2012–2024
Imports, In Value Terms, 2012–2024
Imports, In Physical Terms, By Country, 2024
Imports, In Physical Terms, By Country, 2012–2024
Imports, In Value Terms, By Country, 2012–2024
Import Prices, By Country, 2012–2024
Exports, In Physical Terms, 2012–2024
Exports, In Value Terms, 2012–2024
Exports, In Physical Terms, By Country, 2024
Exports, In Physical Terms, By Country, 2012–2024
Exports, In Value Terms, By Country, 2012–2024
Export Prices, 2012–2024