Allianz Investment: European stock markets welcome structural growth, while US stocks need to be wary of policy risks

Allianz Investment pointed out that the European stock market is experiencing structural growth, while the U.S. stock market faces policy risks. Although the trend of capital flowing into the European market has not yet significantly affected the overweight investment pattern in the U.S. market, it is still not too late to participate in the European market. The uncertainty of U.S. policies and the slowdown in economic growth are putting pressure on the market, and investors need to pay attention to rising inflation and trade war risks. Allianz Investment is optimistic about the prospects of the European stock market, believes that active investment management is crucial, and recommends paying attention to other global markets for balanced allocation