Deep Dive: European names have clearer focus

For many years, the distinguishing features of the European equity market have been their high sensitivity to global growth through the cyclical export sector; the influence of negative interest rates courtesy of the ECB; and their relative shortage of growth stocks. Though, more recently, regional differences in management of Covid-19 have become market factors in their own right. As several European nations lift Covid-19 restrictions, the shift from pandemic to endemic could start to become reality. Although hospital admissions in Europe are still growing, numbers are significantly bel...