Demand for economic growth from both politicians and the electorate is growing, leading to increasing talk and some planning for major infrastructure projects. The move here is to focus more on the companies likely to benefit than a macro story that lifts the entire area.
European equities stand to benefit from a number of tailwinds in 2016. We highlight two stocks that should outperform and two exchange-traded funds that offer exposure to this upside while hedging out adverse currency effects.
European equities have delivered impressive total returns this year on a constant-currency basis, but currency headwinds have eroded these gains for US investors. We take profits on previous picks, update our outlook for the EU economy and highlight some new favorites.
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