Should Investors Underweight Euro Area Equities Given Trade Wars, Elections, and the Weak Growth Outlook?
No. All three factors have weighed on euro area equity and currency markets to some extent in recent months. That has ranged from directly, by crimping economic activity; potentially dragging down future growth, by weighing on domestic economic confidence; or simply by denting the sentiment of fearful investors towards the region. However, a material degree […]
February 2025