First half returns and volatility imply a positive second half for European equities, but seasonal trends may see some weakness in Q3. European indicators have deteriorated somewhat, but the weight of the evidence still favours a bullish tactical outlook for equities. If sentiment becomes excessively bearish again, this could present a buying opportunity.
Complete the form and a member of our team will send you a copy of this publication.
While you wait, explore additional NDR research and solutions.
Institutional Investors
Custom Research
Wealth Managers
Stock Selection
ETF Selection
Please note that you are using an unsupported browser. While the site will continue to function, you might experience sub-optimal behavior until you upgrade. Please update your browser to a later version for a better experience.