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The GRYNING Times
Theme of the Month | European Equity
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Theme of the Month | European Equity

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The Gryning Times
Jan 11, 2025
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The GRYNING Times
The GRYNING Times
Theme of the Month | European Equity
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European equities have long been one of the ugly sisters to the Cinderella that is US stocks. Underperforming their American counterparts for years, European stocks have not enjoyed the more positive economic momentum that has underpinned growth over the pond. But could the European story at last have a happy ending?

Summary

  • A litany of woes has led European stocks to underperform the US for years

  • Higher spending power and lower rates bode well for European consumers

  • Europe has some great stock market champions at attractive valuations

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