Short Briefings on Long Term Thinking - Baillie Gifford cover image

European growth: unique brands, hidden champions

Short Briefings on Long Term Thinking - Baillie Gifford

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Navigating European Economic Opportunities

This chapter examines the current state of the European economy compared to the US market, suggesting that Europe's potential remains underestimated. It highlights the investment opportunities arising from a widening valuation gap, while discussing the implications of tariffs and regulatory challenges faced by European companies. The chapter also showcases specific sectors poised for growth, including innovative biopharmaceuticals and technology, underlining the potential for substantial returns in a concentrated portfolio of European stocks.

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