In the equities market, structural shift supports mid-caps
A long-term shift toward European stocks is underway, driven by Germany's policy changes and regional improvements. Mid-caps offer appealing prices and should benefit from increased European business spending, with industrial sectors like defence and clean energy presenting growth opportunities.
For bonds, duration and carry appeal
Slower growth and central bank support create a positive environment for European bonds. Corporate bonds remain fundamentally strong, and steady income from these investments provides an attractive entry point despite tight pricing.
