February 2025 - Monthly House Views

Make Europe Investable Again

European equity markets are off to a strong start this year. This improvement contrasts with the global political uncertainty and the fragility of economic activity in the region. It can be explained by the return of investors - particularly foreign investors - who had largely abandoned the region since the start of the war in Ukraine. They appear to be lured by attractive valuations and the anticipation of supportive factors that could last.

What does this mean for investors and how does it impact our asset allocation? 

Learn more in our February 2025 House Views by clicking on the image below:

Find out more:

31
Jan
2025
January 2025 - Monthly House Views
From promises to implementation: where will economic policy go?
Markets
From promises to implementation: where will economic policy go?
January 2025 - Monthly House Views
12
Dec
2024
December 2024 - Monthly House Views
Moving to a New Year
Markets
Moving to a New Year
December 2024 - Monthly House Views
04
Dec
2024
Investment Perspectives
It’s been a good 12 months for investors, yet consumers and businesses appear to be overly pessimistic. So, what comes...
Insights
It’s been a good 12 months for investors, yet consumers and businesses appear to be overly pessimistic. So, what comes next?
Investment Perspectives
03
Dec
2024
UK Autumn Budget: a lesser drag on growth, but not a game-changer
Though it has been less than a month, the publication of the UK’s Autumn Budget feels like ancient history, with US...
Insights
Though it has been less than a month, the publication of the UK’s Autumn Budget feels like ancient history, with US politics commanding the front pages of many UK news outlets. But the Budget is still hugely relevant to the UK economy and markets. In this edition of Market Focus we look at the economic and market impact of these government decisions.
UK Autumn Budget: a lesser drag on growth, but not a game-changer