The two factors needed for the rise in Europe's markets to continue

clock • 2 min read

Europe's stockmarkets are on average up more than 20% this year.

As in the rest of the world, this performance is attributable to a catch-up from the market slump in Q4 2018 and to substantially lowered estimates that were a lower bar to clear. More recently, increasingly dovish central banks, a reasonably good reporting season, a perceived de-escalation in the trade dispute and stabilisation in leading indicators gave the stockmarkets additional impetus. Obviously, cyclical and export-oriented stock markets such as Europe benefit disproportionally from this. Finding interesting opportunities in Europe's cyclicals As a result, the European St...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Europe

FundCalibre's Schooling Latter: The shifting sentiment in Europe

FundCalibre's Schooling Latter: The shifting sentiment in Europe

Portfolio picks

Juliet Schooling Latter
clock 27 March 2024 • 4 min read
Timing of ECB rate cuts in doubt as core eurozone inflation measure disappoints

Timing of ECB rate cuts in doubt as core eurozone inflation measure disappoints

Services price inflation remains sticky

Valeria Martinez
clock 01 February 2024 • 1 min read
Eurozone inflation rises to 2.9%

Eurozone inflation rises to 2.9%

Driven by energy prices

Elliot Gulliver-Needham
clock 05 January 2024 • 1 min read
Trustpilot