EPISODE · Mar 4, 2025 · 2 MIN
European equities are outperforming the US by 15% | Morning Markets
from True Potential Morning Markets · host True Potential
Sebastian Mackay, Investment Director, looks at the realities of President Trump’s America first policy which has resulted in a swing in equity sentiment favouring Europe which is outperforming US equities by 15%. Despite a strong underlying economy in the US, doubts about tech superiority have dented consumer and business confidence with the Nasdaq down 5% year-to-date.
What this episode covers
Sebastian Mackay, Investment Director, looks at the realities of President Trump’s America first policy which has resulted in a swing in equity sentiment favouring Europe which is outperforming US equities by 15%. Despite a strong underlying economy in the US, doubts about tech superiority have dented consumer and business confidence with the Nasdaq down 5% year-to-date.
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European equities are outperforming the US by 15% | Morning Markets
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