Boom in the US and gloom in Europe is how 2024 is about to end. The performance, positioning, growth and valuation gap between the two regions has never been so wide. US exceptionalism remains the playbook for markets into 2025. But it is not coming cheap and we see potential for gap convergence vs. international equities. That should make it an interesting year ahead for investors.
With 2025 fast approaching, Emmanuel Cau, CFA, our Head of European Equity Strategy, and Venu Krishna, our Head of US Equity Strategy & Equity Linked Strategies, offer their expert views on what’s driving the equity markets on both sides of the Atlantic. 🗺️📈
Watch the video below ⤵️ to hear their #2025Outlook as they explore the trends and dynamics shaping US and European equity markets in the year ahead.
#USEquities #EuropeanEquities
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