Europe Equity Market Outlook: Q2 2025
Europe Equity Market Outlook: Q2 2025
European equity markets suffer from tariffs, but this opens up more investment opportunities.
The risk of tariffs from the Trump administration has increased over the past quarter, with European stocks now trading at a 7% discount to their fair value estimates since the tariff announcements. Despite the potential of a trade war, Europe’s macroeconomic situation has been improving, with the German parliament’s EUR 500 billion infrastructure fund potentially further boosting broader European economic growth in the coming months. How should investors navigate stock market uncertainty?
Our Q2 2025 report analyses the European equity markets by equity style box, global equity performance comparisons, sector valuations, and more.
Access the report to discover how your long-term investing strategy can be resilient amid recent market volatility.
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Inside you will find:
Inside you will find:
A breakdown of the impact of interest rates across global economies
A comparison of how the European stock market compares to other global markets
Which companies are our analysts’ top stock picks across equity sectors