Will Europe’s market momentum persist?

European and UK equities are enjoying their time in the sun, following the turbulence caused by President Trump’s trade measures. Lower interest rates, easing inflation, and supportive fiscal policies have driven Europe’s bull run, encouraging investors to diversify away from the US. This momentum may continue, with a rising euro, strong gains in defence stocks, and climbing indexes expected. Investors are also turning to mid-caps, thanks to Europe’s fluid labour market. However, there is a disparity between the European Central Bank and the Bank of England’s monetary policy, with the former...