Europe, Deutsche Bank and equities

Deutsche Bank says it’s now overweight Europe stocks vs. the U.S. Valuation is just one reason.
There’s never been a bigger valuation gap between European and U.S. stocks, and that’s not the only reason why Deutsche Bank now says it prefers equities on the Continent on a tactical basis.
Deutsche Bank turns 'overweight' on European equities
Deutsche Bank said on Tuesday it is now "overweight" on European equities due to an improving political climate, macro conditions and potential stimulus measures from China. "While we also expect U.S.
Europe’s Biggest Equity Bull Says the Region Can Beat US in 2025
European equities face a much brighter outlook in 2025 amid improving economic prospects and a low bar for corporate earnings after badly lagging US stocks last year, according to strategists at Deutsche Bank AG.
The valuation gap between U.S. and European stocks has never been more extreme, says Deutsche Bank
There’s never been a bigger valuation gap between European and U.S. stocks, and that’s not the only reason why Deutsche Bank now says it prefers equities on the Continent on a tactical basis.
Deutsche Bank, Citi turn bullish on European equities
Deutsche Bank and Citigroup have turned bullish on European equities as lower interest rates, hopes of a strong corporate earnings season and an improving political outlook are expected to bolster sentiment in 2025.
Deutsche to Buy Bad Loan Portfolio From First Abu Dhabi Bank
Deutsche Bank AG is set to acquire a portfolio of soured loans worth around $800 million from the United Arab Emirates’s ...
Sona Asset Management returns over 18% in European debt markets, letter says
Credit manager Sona Asset Management returned 18.76% in its Credit Master Fund in 2024, benefiting from a surge in European ...
Nasdaq upgraded to Buy from Hold at Deutsche Bank
Deutsche Bank analyst Brian Bedell upgraded Nasdaq (NDAQ) to Buy from Hold with a price target of $98, up from $80. The main driver of our ...
Brace for another ‘one-off’ tax raid, Britain warned
Britain must brace for more tax rises in 2025 as the outlook for public finances worsens, a major investment bank has warned.
Beaten-down European stocks lure investors back as Trump trades wobble
Beaten-down European stocks are luring investors back after a record underperformance versus Wall Street in 2024, as fears ...
Palo Alto Networks downgraded to Hold from Buy at Deutsche Bank
Deutsche Bank analyst Brad Zelnick last night downgraded Palo Alto Networks (PANW) to Hold from Buy with a price target of $190, down from ...
Metal Prices Rise; Deutsche Bank Sees Copper in Deficit by End of 2025
Base metals prices rose and Deutsche Bank sees copper steadily rising over 2025 to $9,800 a ton by the final quarter of the ...
December central bank rate cuts take 2024 easing push to historic level
Major central banks in December delivered their biggest policy easing push since the spring 2020 COVID rate-cutting frenzy, ...