Trump could make Europe’s stockpickers great again
20/05/2025 10:03
(The author is a Reuters Breakingviews columnist. The opinions
expressed are his own.)
By Neil Unmack
LONDON, May 20 (Reuters Breakingviews) - The US
president’s tariff war and a defence boom could see money shift
to European equities and active funds. That’s handy for groups
like Schroders, Aberdeen or DWS, who have faced competition from
passive rivals. Unlike defence companies, asset manager stocks
are still cheap.
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CONTEXT NEWS
European equity and bond funds have pulled in money from
investors each month in the 14 months to the end of March,
according to Morningstar data.
(Editing by George Hay; Production by Oliver Taslic)
((For previous columns by the author, Reuters customers can
click on UNMACK/ neil.unmack@thomsonreuters.com))