Will Europe surprise investors in 2025 after years of disappointing returns?
1 month, 2 weeks ago

Will Europe surprise investors in 2025 after years of disappointing returns?

Daily Mail  

Last year was another mixed bag for European equity markets, where returns continued to lag US peers supercharged by the artificial intelligence revolution. The MSCI Europe ex-UK index delivered an annual return of 7.7 per cent in 2024, beating the FTSE 100's rise of 5.7 per cent but trailing the MSCI World's showing of 27.15 per cent. The STOXX Europe 600 rose 5.98 per cent, as Germany's DAX 40 delivered a thumping 19 per cent gain but the French CAC 40 lost 2.2 per cent. Darius McDermott says European defence firms could see a boost from a pause to the war in Ukrain McDermott said: 'A ceasefire between Ukraine and Russia could provide renewed stability and boost investor confidence… there is the potential for a significant uptick in European defence spending given Trump's views on NATO.' However, with Covid and the war in Ukraine having plagued Germany since 2020, governments have made use of special measures allowing them to go beyond the 0.35 per cent mark.

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History of this topic

Europe can’t count on the US to be its bodyguard. That’s great for its defense companies
1 month ago

Europe can’t count on the US to be its bodyguard. That’s great for its defense companies

CNN  

London CNN — A stark new reality in Europe — that its long-time ally and security guarantor, the United States, may not come to its rescue in a future war — has set the stage for a faster ramp-up in military spending on the continent. “I’ve been in and around defense for a long time, and I’ve never seen anything …

Europe can’t count on the US to be its bodyguard. That’s great for its defense companies
1 month ago

Europe can’t count on the US to be its bodyguard. That’s great for its defense companies

CNN  

London CNN — A stark new reality in Europe — that its long-time ally and security guarantor, the United States, may not come to its rescue in a future war — has set the stage for a faster ramp-up in military spending on the continent. “I’ve been in and around defense for a long time, and I’ve never seen anything …

Invest in Europe's defence: These stocks are soaring as the US market plunges and investors pile in. Now our experts pick the ones that might make you a FORTUNE
1 month ago

Invest in Europe's defence: These stocks are soaring as the US market plunges and investors pile in. Now our experts pick the ones that might make you a FORTUNE

Daily Mail  

European defence stocks are soaring once again as the continent's leaders vow to boost military spending after Donald Trump warned he would 'not put up with' Volodymyr Zelensky for much longer. Matt Dorset, equity analyst at Quilter Cheviot, said that 'BAE's scale, relationships, and diverse range of products provide a clear opportunity to capture increased demand from higher European defence …

Europe’s unloved stocks are suddenly on top of the world
1 month, 2 weeks ago

Europe’s unloved stocks are suddenly on top of the world

Live Mint  

Europe’s economy is stuck in the doldrums and President Trump’s threat to hit the trade-dependent region next with tariffs risks making things worse. European indexes haven’t outpaced U.S. counterparts by such a wide mark at the start of a year since 2015, according to Dow Jones Market Data. Some of the world’s best-performing large stocks this year include European banks …

European earnings may keep the mood sweet as tariff fears grow
1 month, 3 weeks ago

European earnings may keep the mood sweet as tariff fears grow

Live Mint  

* Q4 earnings seen growing 1.5% * Lower bar to beat forecasts as analysts slash estimates * Uncertain backdrop, fears over Trump tariffs threat reign * Weaker euro could provide tailwind By Lucy Raitano LONDON, Jan 24 - European companies are set to deliver a third straight quarter of profit growth, which may help to maintain newfound investor enthusiasm for …

European Stocks Set to 'Outperform' in 2025: BNP Paribas
4 months, 2 weeks ago

European Stocks Set to 'Outperform' in 2025: BNP Paribas

Bloomberg  

00:00 We must have reached the point where Europe is cheap enough and news is bad enough. Music to my ears on this video, which is a pitch that I've been trying to communicate to many investors for the exact reason they buying, because sentiment remains lackluster and because performance coming out of the U.S. remains a lot more better …

Why a European stock index is crushing its US peers
1 year, 11 months ago

Why a European stock index is crushing its US peers

CNN  

London CNN — For years, global investors preferred American stocks to European ones. This year has seen a “significant outperformance of Europe” after a long stretch when it was “an unloved region,” said Richard Saldanha, lead manager for the Global Equity Income Fund at Aviva Investors. The “low-interest-rate regime has changed, and that means there’s been a change in leadership …

After terrible first half, 2022 may bring more bad news for US markets
2 years, 8 months ago

After terrible first half, 2022 may bring more bad news for US markets

India TV News  

After terrible first half, 2022 may bring more bad news for US markets The first six months were full of surprises: Inflation, the biggest selloff in bonds in four decades, a plunge in tech stocks rarely matched in history, and the implosion of crypto, the Wall Street Journal reported. US markets are beginning to fear that they are not even …

European officials warn that US stocks are overpriced
5 years, 9 months ago

European officials warn that US stocks are overpriced

CNN  

London CNN Business — The European Central Bank thinks US stocks could be in for a wake-up call. The central bank said Wednesday in a report on risks to Europe’s financial system that US stock prices appear “stretched” and may soon retreat. Goldman Sachs analysts said recently that if the United States moves forward with threatened tariffs on all remaining …

It's been a bad year for investors – and things aren't looking any better for 2019 either
6 years, 2 months ago

It's been a bad year for investors – and things aren't looking any better for 2019 either

The Independent  

The best of Voices delivered to your inbox every week - from controversial columns to expert analysis Sign up for our free weekly Voices newsletter for expert opinion and columns Sign up to our free weekly Voices newsletter SIGN UP I would like to be emailed about offers, events and updates from The Independent. It does not matter which asset …

European stocks struggle, US futures fall as trade hopes fade
6 years, 4 months ago

European stocks struggle, US futures fall as trade hopes fade

Live Mint  

London: Stocks in Europe struggled on Monday after Asian shares declined as optimism over a potential U.S.-China trade deal receded. Stocks The Stoxx Europe 600 Index dipped less than 0.05 percent as of 8:03 a.m. London time, the first retreat in more than a week. The MSCI Emerging Market Index sank 1.1 percent, the first retreat in a week and …

Anguish on Wall Street as European stock markets push US off pole position
17 years, 11 months ago

Anguish on Wall Street as European stock markets push US off pole position

The Independent  

For free real time breaking news alerts sent straight to your inbox sign up to our breaking news emails Sign up to our free breaking news emails Sign up to our free breaking news emails SIGN UP I would like to be emailed about offers, events and updates from The Independent. And still more said that FTSE and MSCI figures …

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