Reassessing European equities

As Europe’s economic landscape evolves, certain sectors are emerging as undervalued despite strong fundamentals. Banks, in particular, are demonstrating resilience, supported by robust capital positions, shareholder-friendly policies, and a rising rate environment that could enhance earnings potential. However, persistent market pessimism has kept valuations depressed, creating a potential opportunity for investors willing to look beyond sentiment-driven narratives. With attractive entry points available, now may be the time to reassess Europe’s investment prospects and uncover opportunities...