Europe Capital Partners sees European equities valuations as reasonable
Bitget2026/10/29 06:17- An October 29, 2026, analysis sees European equities supported by earnings growth and reasonable valuations.
- MSCI Europe earnings per share excluding energy are expected to grow about 15% in 2026; the market trades around 14.2 times forward earnings.
- Higher valuation multiples have driven much of the recovery in European equities, with earnings growth also contributing.
- Europe's valuation discount to US equities has begun narrowing, potentially reversing an almost decade-long trend; the gap is not expected to disappear.
- Lower technology exposure offers diversification from AI-concentrated US equities; Europe's greater financial-sector exposure could benefit from higher interest rates.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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