How far will the revival in European equities go?

Since the 2008 financial crisis, investors have chosen US equities over European options. The country injected fiscal stimulus to fuel the economy, whereas governments on the continent turned to austerity measures. However, the market shocks of 2025 have led asset allocators to seek European equities in a bid to achieve diversification. European countries are increasing defence spending, with Germany also approving packages aimed at achieving growth. For the first time in years, Europe is becoming more growth-orientated than the US, but weaknesses must still be addressed. Read the latest...