Q2 2025: All eyes on Europe?
The threat of a trade war between the United States and the rest of the world still hangs like a dark cloud over stock markets. Nevertheless, prices have generally recovered from the sharp correction in late March and early April. However, we are seeing global investors shifting their focus more towards Europe. Within Europe, there is a group of consumers and investors who are consciously choosing European products and companies. Finally, major investment programs from national governments and the EU will generate substantial orders for European businesses in the coming years. All in all, there are many reasons to opt for a portfolio of European companies in the coming years.