Are We in the Early Stages of a Major Stock Market Rotation?

Author:
Cecilia Prieto

European equities benefit from stimuli, structural changes, and still attractive valuationsNon-U.S. Stock Markets Outperform the S\&P 500 in 2025, with Europe, Emerging Markets, and Japan Leading in ReturnsExperts from International Asset Managers See Structural Signals Pointing to a Sustained Rotation Out of the U.S.