Old World, New Money: Is Europe's Underperformance Finally Turning?

Terug gaan
Cover

Robeco’s June 2025 insight introduces its 3D European Equities ETF and makes the case for a renewed focus on European equities, backed by valuation appeal, global revenue exposure, and investor disinterest.

  • European stocks trade at a significant valuation discount vs. the U.S., despite diversified global revenue streams and a more balanced sector profile.

  • Low current allocations and prolonged fund outflows position Europe as a contrarian opportunity with potential for mean reversion.

  • Robeco’s ETF applies enhanced indexing, factor tilts, and ESG integration for long-term risk-adjusted outperformance.

For investors seeking regional diversification and priced-in upside, this report offers a timely framework and strategy.

Om dit artikel te lezen heeft u een abonnement op Investment Officer nodig. Heeft u nog geen abonnement, klik op "Abonneren" voor de verschillende abonnementsregelingen.