Lightman Investment Management’s latest note ..’begins with an update of our views on sovereign debt. We then set out five potential catalysts for European equities and consider how Trump might actually be bullish for the continent.
— Sovereign debt pressures are likely to remain a key theme in markets in the coming years, including in parts of Europe
— But despite this and the perceived threat of Trump, we see tactical reasons for optimism for Europe
— We expect European equities to outperform the US in 2025′
Lightman Investment Managers: Can Europe Outperform in 2025?