GSEU - Closing The European Performance Gap

Although European equities performed well in 2019, there’s still a significant value and performance gap compared to US stocks, according to Franklin Mutual Series Portfolio Manager Katrina Dudley. Here, she gives reasons why she’s optimistic about the backdrop for European value stocks and discusses some potential market-moving events she’s monitoring.

Despite ongoing uncertainties and challenges, we think the positive performance European equities experienced in 2019 could continue in 2020. The events that drove 2019’s market rally - accommodative central bank monetary policy, a clearer Brexit path