The growing case for European equities
European equities are in the early stages of a genuine earnings acceleration after three years of stagnation. Full-year 2026 consensus EPS growth runs at approximately 15%, a figure skewed higher by Consumer Discretionary base effects. Financials, Industrials, IT and Materials are all contributing positively to earnings growth. US earnings comparisons are becoming more demanding. The transatlantic growth gap is narrowing, and the case for European equities right now rests on earnings, not valuation.
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