Stefan Bollinger

What Investors are Watching in Europe

Stefan Bollinger, Liz

Overseeing a global private wealth pool exceeding $350 trillion, investors leveraged flexible long-term horizons to navigate recent market uncertainty through strategic equity rebalancing and increased philanthropic giving. Driven by negative interest rates and distorted valuations, particularly in Europe, capital is increasingly migrating from public to private markets with a specific focus on expanding private debt allocations. Simultaneously, the intensification of ESG criteria and the European Green Deal's $8 trillion investment requirement are forcing wealth managers to integrate social and environmental factors into every aspect of their decision-making processes.