This CIO Special from DWS Investment GmbH evaluates Europe’s economic and market prospects amid heightened global trade tensions and substantial German fiscal reforms.
- European equities outperformed U.S. stocks by the widest margin in 25 years in Q1, driven by valuation gaps and investor caution toward U.S. policy risks.
- Germany’s €500 billion infrastructure and climate fund and relaxed debt rules are expected to boost medium-term growth, with spending capped to avoid inflationary pressure.
- Despite the April U.S. tariff shock, European assets are seen as relatively less vulnerable, prompting an overweight call on European equities.
Explore the full report and understand the shifting investment landscape across Europe.
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