• Insights Paper
    • EN
10.07.2020 34

Time to play a cyclical recovery in European equity

Published July 10, 2020

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Five themes supporting European equities

2020-07-IP-time to play 1st-slide


Cyclical conditions are turning more positive for Europe. Easing geopolitical risk and the prospect of massive fiscal resources (national and EU-wide) and monetary support could support a recovery in 2021. The improved sentiment could benefit European assets, equities in particular, that have been a laggard due to the pandemic. This could lead to a catch up of EU equities in relative terms vs other markets.

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