European equities: Bargains or bear traps amid global headwinds?
Despite record valuation gaps with the US, investors remain cautious about European equities. Political turmoil, geopolitical risks, and fears of tariffs under Trump’s presidency cast a shadow, while fund managers pivot toward stock-specific opportunities
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IPE covers a good variety of very current and relevant topics. It is good to read the high-level, independent and objective perspectives from pension funds in other European countries; many of them are dealing with the same issues as we are, so it is interesting to learn from their experiences, especially when they are ahead of where we are on the curve.
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