- To what extent are Germany's monetary policies stimulating growth across the wider European region?
What are the key opportunities for infrastructure investors in Europe, and how viable are investments in Ukraine?
- How are clients rethinking defence as an investment theme in light of Trump's America-first agenda?
How are European ESG investments performing amid pullback from asset managers in the US?
Reallocating portfolios to capture European outperformance
Spiralling US debt and Donald Trump’s tariffs are upending investors’ long-standing belief in US market exceptionalism. Active global investors are rotating away from the US and into Europe, where stocks are trading at a discount versus their American peers and Germany’s supportive fiscal policies are stoking regional economic optimism.
European defence, infrastructure, and ESG stocks are welcome diversification options for portfolio managers. Sentiment towards defence investments is shifting, as European governments are coordinating military spending in light of Trump’s America-first approach. Infrastructure investors are eying opportunities in construction materials, energy generation, and mineral extraction to support Ukraine’s reconstruction. Finally, impact-focused investors are turning to Europe as US asset managers continue to pull back from ESG commitments.
Key Topics
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