European actions have started il 2025 on a positive note, fAccendoing better than other regions. In January we recorded an evident turning point compared to the trends of the last two years: the European actions have done better than the US ones and the values have passed the growth ones. It is the View deThe EU Equities Team of Gam.
Equipment Europa opens 2025 positively
The return of the Trump president to the White House, with its “America First” policy, “gave impulse to American stock market. The Launch of the Chinese company Deepseek with its low-cost open-source artificial intelligence model, however, has obscured the growth prospects of profits for other companies in the best known sector, such as Nvidia, Microsoft and Google, and has started a short Sell-off phase among the US technological companies “.
Trump’s return
The MSCI Europe index – reads the analysis – has gained the 6.5% for the combination of a series of factors, including migration from the expensive US technological titles and the best economic data of expected in the Eurozone, which however started from a low level. The data relating to the 4th quarter 2024 confirmed that the European economy was stagnating at the end of the year, therefore the European Central Bank, as expected, cut the rate on deposits of 25 points basis for 2.75%. The composite PMI index for the Eurozone in January however risen slightly to 50.2 and entered expansive territory for the first time since January 2024, spreading optimism for the prospects of an improvement in spring.
Focus on Europe
Europe cOver thirty countries omores with share markets Activates that highlight rather different performances in the continent: some countries such as Spain, Ireland and Poland record growth comparable to that of the United States and far exceeds the stagnant activity in the United Kingdom, Germany and France. We remain convinced “that European actionsas a category of investmentoffer excellent opportunities It is a precious diversification with respect to historically expensive US actions. We continue to focus on the selection of qualifications in High Convation portfolios that include European companies that we consider winnings on a global scale, and we invest in companies with Best prospects that present adequate evaluations “.
