From Financial Modeling Prep: 2025-05-28 16:12:00

JPMorgan’s European strategists predict sectors set to outperform in the next 12-18 months, citing structural tailwinds and policy shifts. Defense budgets in Europe are expected to rise from 2% to 3.5% of GDP, boosting revenue growth for prime contractors. Germany’s €500 billion infrastructure package will benefit construction, industrials, and transportation sectors. Financials face near-term caution due to rate cuts, but banks and insurance could see medium-term tailwinds. Investors can align portfolios with these themes for policy-driven opportunities.



Read more at Financial Modeling Prep:: JPMorgan’s Top European Investment Themes for 2025…