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16 de mayo de 2024

European equities remain wrongly overlooked

Olivier Cassé
Portfolio Manager

The trend persists in 2024 as investors continue to show a marked preference for the United States over Europe. Since the end of 2019, European equity markets have underperformed their American counterparts. Yet European companies have delivered superior earnings growth and are displaying increasingly attractive characteristics, as the global economy lands softly and the ECB seems increasingly likely to lower its key rates in June.

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European equities remain wrongly overlooked

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