Why growth investors are turning to Europe
Investors have pivoted away from the US in favour of Europe’s boosted defence spending, rapid rate cuts, and a more appealing growth outlook
defence spending
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FundCalibre: Investing in the new Europe
The investment case for Europe has fundamentally changed after pivoting exports away from the US and building a more self-reliant economy
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US trade tariffs trigger rocky ride for dollar
Capital Economics’ Neil Shearing spoke to delegates at the Portfolio Adviser Spring Congress about US trade tariffs, Europe’s stagnant economy and the outlook for inflation and interest rates
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WisdomTree launches 3x Leveraged European Defence ETP
Follows the launch of the WisdomTree Europe Defence UCITS ETF last month
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Five key takeaways from the Spring Statement
Downgraded economic forecasts, increased defence spending and cuts to welfare were a few of the developments announced by chancellor Rachel Reeves
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Spring Statement 2025: Chancellor announces extra £2.2bn in defence spending
As part of plans to increase defence spending to 2.5% of GDP from April 2027