”European economies, long seen as sluggish, are experiencing a renaissance. Germany is leading the charge with a historic investment in defense and infrastructure, while the EU provides crucial support. This article from Franklin Templeton Institute delves into the factors driving this economic surge and the challenges that lie ahead. European economies and markets have trailed the United States for more than a decade. The conventional wisdom has considered Europe to be in a permanent state of malaise. And now, suddenly, Europe is drawing attention. Its markets outperformed the United States and global peers at the start of 2025. Might this be the start of something big? Could Europe prevail for longer? And should investors take another look at Europe? We think so.”
Morten W. Langer
