Merryn Talks Money The Global Reallocation of Trust
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Aug 1, 2025 Stéphane Boujnah, CEO of Euronext, shares insights on the shifting tides of global investment as capital moves from the U.S. to Europe. He discusses the increasing stability of Europe's institutional framework and its appeal to investors. Boujnah highlights the growing concerns about U.S. economic stability and the impact of geopolitical changes. He also touches on the necessary alignment of financial resources with defense spending and offers a cautious perspective on the transformative potential of AI and cryptocurrency in the market.
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Global Reallocation of Trust
- The shift from US to Europe investment is not just a rotation but a global reallocation of trust in asset stability.
- Rising unpredictability and political volatility in the US make Europe's stable institutional framework more appealing to investors.
Europe's Stability Appeal
- Europe is seen as a "large Switzerland" where institutional stability and predictability attract investors.
- Investors value predictable frameworks over rapid growth potential during uncertain geopolitical times.
Asset Repatriation Due to Geopolitics
- European companies are repatriating physical assets from US custodians due to fears of asset weaponization.
- This subtle shift reflects deep-seated geopolitical concerns influencing investment safety and trust.
