US equities are set for tactical outperformance versus Europe, but dips or underperformance in European assets remain entry points for long-term investors. European stocks have stalled below prior highs, while the S&P 500 has…
European equities have surged on hopes of a low-inflation boom—but the rally has likely gone too far, too fast. With a pullback now likely, how should investors position themselves over the next 3–6 months?
Trump's policies aim to support domestic producers and will be pro-growth and inflationary, at least initially. This environment is supportive of equities. Earnings will likely be strong, but elevated valuations make equities prone…