Geopolitical shifts are forcing many investors to rethink their regional allocation. This sets up an opportunity for European stocks. Already, they have outperformed US stocks by a good margin. We believe there is more to come as the continent starts to spend big on its own capabilities and embarks on reform.

Hear about the growing optimism on the outlook for corporate profits in Europe. Find out which sectors should gain as the region stands on the eve of promising advances in productivity and greater innovation. Watch our video below.