According to CoinMeta, portfolio manager Julian McManus stated that as concerns about the "Big Seven" tech companies intensify, investors are becoming more willing to increase their investments in international stocks. According to Janus Henderson Investors's data, the MSCI ACWI ex-US index has risen by over 8% since the beginning of the year, while the S&P 500 index has gained 6.8%. McManus pointed out that investors have too much concentration in large U.S. tech stocks, which exposes portfolios to risk when these stocks perform poorly. He also mentioned that although political factors play a limited role in asset allocation decisions, investors are re-evaluating the international markets. McManus emphasized that markets such as European banks and Japanese financial stocks are attractive, believing that there is still room for further gains in these markets.