European capital markets are gaining attention amid optimistic policy developments, such as the EU’s defense spending plans and Germany’s “debt brake” reform. Despite challenges from US tariffs, Europe is outperforming America across various asset classes, but it must act swiftly to maintain investor confidence by enhancing fiscal space, pursuing trade agreements, and adopting structural reforms to boost growth. With growing inflows into regional equity funds and the euro strengthening, the EU must deliver on its commitments to attract and retain capital.
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