
Research
Global Markets and Economy
E35: European Equities — What’s the Next Trade?
European equities have gone from being “most unloved” among global equities late last year, to being a source of diversification from U.S. equities, and most recently to being a destination for roughly $26 billion of inflows so far in 2025. What is behind this remarkable comeback? Is it temporary or transformative? Does it still have legs, and what are the risks? Join host Elise Badoy as she tackles these and other key questions with Head of European Equity Strategy Beata Manthey.