4 days ago
European Shares' Gains Aren't a Mirage
Apologies to fans of the monkey-throwing-darts hypothesis, but equity investing is supposed to be a studied approach to earnings growth rather than a lottery. Not so much this year, as Donald Trump keeps trade partners on pins and needles and forces paid prognosticators to take wild swings against their better judgment.
So what to make of Europe and its outperformance against the US this year even as Trump threatens 30% tariffs against the bloc?
