Europe is back in business

1 min read

German chancellor Friedrich Merz cheered bul

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MoneyWeek Magazine

20 June 2025

Can the dax’s performance continue to lure people away from us shares?

Germany isn’t the only magnet as investors are also warming to global ex-US funds

Could european outperformance hit a roadblock and what about the long-term?

It could take a long time to reverse decades of lagging behind the US

Another trump tariff u-turn sends stocks higher

Long-term bond yields have risen despite weakening economic data

No signs of fear in markets as ‘taco trade’ leads us stocks back to highs

Bond investors are more cautious, while JPMorgan boss warns of a ‘crack’ coming

The Week UK

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Issue of the week: a global fiscal reckoning ...

MoneyWeek

Europe: cheap and ready to rise

Andrew van Sickle: Shall we start with an overview of your fund? Daniel Avigad: The TM Lansdowne European Special Situations Fund is a long-only, mid- to large cap-focused Europe ex-UK fund. We concen