The Flip Side cover image

Will European equities outperform the US in 2025?

The Flip Side

00:00

Comparing Equity Valuations: U.S. vs. Europe

This chapter explores the contrasting valuation and performance metrics of U.S. and European equities, noting the high equity risk premium in Europe versus a low or negative premium in the U.S. It also examines potential catalysts for European market improvement and the impact of geopolitical factors, particularly concerning China, while encouraging further client engagement with equity strategy research.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app