Investors resort to Europe, where Trump’s fluctuations weighing

Senior European presidents urge the continent to take advantage of the recent fluctuations amid hopes that the exceptional fading – and Europe can money.

From Unicredit to Goldman Sachs, he told CNBC leading leaders in exclusive interviews that Europe has a great opportunity in the future.

The numbers tell part of the story with Europe Stoxx 600 More than 8 % compared to a 5 % jump for S & P 500 Since November 1, 2024, just a few days before the American elections.

Bank of America said in a report dated on June 5 that American stocks witnessed excessive flows of $ 7.5 billion in the previous three weeks, while European stocks benefited from $ 2.6 billion flows during the same period. Earlier this year, data from Morningstar showed that investors withdrew 2.8 billion euros ($ 3.2 billion) of the United States’s investment funds in the month to mid -March, with 14.6 billion euros to converted to European Investment Funds.

Anthony Gutman, participating in Goldman Sachs International, told CNBC that rapprochement in growth rates in the United States and European came quickly this year and was a great factor that pushes investors to transfer money towards Europe.

“In January), the feelings felt very strong in the United States, and felt somewhat more in Europe.

At the same time, in private markets, he talked about The exceptional collapse of us It took control of the Super Return Forum in Berlin last week. “In Europe, we have seen a lot of great opportunities and we believe that we can capture more returns here for the risks you take in the United States.”

This feeling was repeated by the Permira Special Stock Giant, which carries private stock boxes and credit compounds that represent about 60 billion euros of capital under management.

“If you look at Europe at the present time, first, the capital is cheaper, if you look at the direction of where the euro prices are running against dollar prices, you can finance and finance things here cheaper.

“Third, the innovation cycle grows dramatically in Europe … There is a huge number of very innovative companies that grow in a sabotage and global way.”

All eyes are now on the possibility of a commercial deal for the European Union and the United States-which proves to be more difficult to install from some other countries, Including the United Kingdom Referring to the complexity of the giant, which is the European Union, the President of Siemens Energy Kaeser CNBC told the European Union “not politically ready to strike these types of deals.”

The White House hinted on Wednesday to July 9 The deadline of the deal may be movingHowever, with Treasury Secretary Scott Payette said: “It is very likely to negotiate for those countries that negotiate – or the circulation of blocs, in the case of the European Union – who are negotiating in good faith, we will history forward to continue negotiating in good faith.”

French President Emmanuel Macron also hit an optimistic tone, as Karen Tsu told CNBC on Wednesday: “I am sure that, at the end of the day, we will find a good solution.”

Andrea Orels, CEO of Unicredit, stressed that the opportunity to revive Europe is in its hands.

He explained that the 27 -member European Union can be sworn by breaking the relationship of Europe with the United States, but he warned that investors could be volatile as well.

The expectation is that “there will be a rapprochement, there will be a banking union, there will be a capital market union. There will be a lot of spending on infrastructure, defense … this is exciting for the market, and thus money in CNBC on Wednesday.” The money will flow again to Nano again, and you will see (that) very quickly. “

He added that Europe faces a “tremendous opportunity.” “We have all the reasons to be … equally with the United States, but our mistake if we don’t do it.”