According to HSBC strategists, European investors are transferring capital from France to the UK, global equity funds have entered the fourth quarter, and the year-to-date capital inflow has reached the highest level since 2021. The team led by Amit Shrivastava said that European fund capital flows remain resilient, and investors are shifting their allocation from France to the UK; the allocation ratio of regional funds to the UK increased by nearly 45 basis points last month. HSBC lowered expectations in the French market due to weakening economic forecasts and deteriorating fiscal conditions in the country.

According to HSBC strategists, European investors are transferring capital from France to the UK, global equity funds have entered the fourth quarter, and the year-to-date capital inflow has reached the highest level since 2021. The team led by Amit Shrivastava said that European fund capital flows remain resilient, and investors are shifting their allocation from France to the UK; the allocation ratio of regional funds to the UK increased by nearly 45 basis points last month. HSBC lowered expectations in the French market due to weakening economic forecasts and deteriorating fiscal conditions in the country.