The European equity market has been in the spotlight so far this year, outperforming major global markets, driven by strong performances in the financial sector and more recently in the tech and industrial sectors.
“European stocks have been outperforming driven by positive corporate results. With ECB support and prospects of a ceasefire in Ukraine, positive sentiment is likely to persist.”
- Outperformance in European equities has been mainly driven by banks, the industrial, and technology sectors.
- A possible ceasefire in the Russia-Ukraine conflict may be supportive for European stocks.
- Expectations of further rate cuts by the ECB would continue to be supportive for European assets.
You can now read the full whitepaper at the link below
