Report
Reasons to be optimistic now about the European equity market
The European equity market has lagged far behind the US market and is just starting to catch up. We believe there are several reasons to believe in a clear catch-up scenario for European equities: Growth will now pick up in Europe ; it has been lagging behind the United States; On an annual basis, the European recovery plan is larger than the US plan; The strong recovery in global trade will benefit Europe; Corporate taxation will become more favourable in Europe than in the United States; European banking stocks, which have a significant weight, are picking up.
Provider
Natixis
Based across the world’s leading financial centers, Natixis CIB Research offers an integrated view of the markets. The team provides support to inform Natixis clients’ investment and hedging decisions across all asset classes.
Patrick Artus
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