European equities outperformed US stocks by 18 percentage points in the first half of 2025, research from Morningstar Indexes shows.
The Morningstar Developed Markets Europe index climbed 30.8% year-to-date as of June 20, with the top contributors to performance including German utilities company E.ON, the largest weighting in the index, telecommunications giant BT Group and Dutch food delivery company Just Eat. Equity inflows down £1bn in May as Europe enjoys 'best month' since June 2024 Morningstar's chief European equity market strategist Michael Field attributed the performance of European equities to investors switching out of US stocks and into European companies. "We have seen a sustained rotation away fr...
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