Authored by Christoph Berger and Ferdinand Horneck of Allianz Global Investors, this outlook examines Europe’s equity resurgence and the evolving structural drivers behind it.
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Performance resilience: European equities have surged in 2025, outperforming U.S. peers in local currency terms despite tariffs and geopolitical strain.
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Earnings momentum: Analysts expect 2026 profit growth of 12%, narrowing the U.S.–EU gap amid accommodative policy and fiscal support.
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Structural reform: The EU Savings and Investment Union could foster deeper capital markets and sustained equity growth.
How might this momentum redefine Europe’s role in global equity leadership?
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