Episode 105: Europe front and center—is capital beginning to flow overseas?

European equities have recently outpaced their U.S. counterparts, setting the stage for a potential resurgence in overseas markets. Is this the start of a significant rotation into European equities? Join our Co-Chief Investment Strategists, Kevin Headland and Macan Nia, as they underscore the current momentum driving European equities and discuss improvements in European manufacturing. Find out how a significant rise in defense spending across various European countries could help stimulate the economy through infrastructure, logistics, and other support service enhancements. Don't miss this insightful discussion—tune in to our latest podcast episode for all this and more!