Trump could make Europe’s stockpickers great again
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 20 2025
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Source: Reuters
Shift in Investment Trends: Donald Trump's tariff policies and a defense boom may lead to increased investments in European stocks and active funds, as investors seek alternatives to U.S. assets perceived as less stable.
Active Funds Recovery: There is evidence of a resurgence in European active equity funds, with inflows surpassing withdrawals since January 2024, although passive funds still dominate net new money in the sector.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
