Research Briefing | May 24, 2024

Equities Quick Take – Eurozone stocks to benefit from industry upturn

We see signs of an industrial recovery in the eurozone which bodes well for eurozone EPS growth and supports our recent upgrade of the region to overweight. Energy intensive sectors look well placed to outperform as they trade on very depressed valuations and should benefit from the industrial upturn.

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Asset Management asset management newsletter Energy Intensive Sector Equities Eurozone Industrial Stocks Valuations

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