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November 17, 2025

European Q3 Fund Flows Review | Investors’ on-off romance with US mega-caps

by Lipper Alpha Insight Research Team.

Recorded on: November 14, 2025

US equity allocations overtook their European peers in Q3 after the latter’s strong H1 showing. Wall Street’s continued rally—fuelled by mega-cap AI optimism—has drawn European investors back into the fold, despite persistent concerns around high valuations, market concentration, trade policy uncertainty and geopolitical volatility. This webinar explores the latest Lipper fund flows data to understand how sentiment is shifting and what’s driving renewed interest in US equities. Discover how European investors are positioning themselves to capture upside while balancing the need to consider alternative opportunities.

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