Talk of a breakdown in U.S. exceptionalism has European executives excited.
Europe’s top bosses are urging the region to capitalize on the volatility of the Trump administration, as shifts in capital and private market flows suggest U.S. exceptionalism is waning.
From Unicredit to Goldman Sachs, top European leaders told CNBC in exclusive interviews that Europe has a huge opportunity ahead.
The numbers tell part of the story, with Europe’s Stoxx 600
up over 8% compared to a 5% jump for the S&P 500
since Nov. 1, 2024, just days ahead of the U.S. election.
CNBC asked 10 Europe-based asset managers for their views on the continent amid the apparent revitalization of American assets.
Market watches breathed sigh of relief on President Donald Trump's tariff U-turn, but keep focused on corporate resilience.
Europe is cheap compared to the U.S., and UBS sees the region's earnings backdrop as firmer and more dependable than in the past.
Strategists are bullish on Europe thanks to lower valuations and higher diversification.
One investor told CNBC there was a single country in Europe with an “unmatched advantage” over its regional peers.
When the U.S. sneezes, it seems Europe may not catch its cold in the same way it used to.
