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By Chris IGGO, Chair of the AXA IM Investment Institute and CIO of AXA IM Core
US political and policy uncertainty, especially over international trade, has seen more fixed income and equity exchange-traded fund (ETF) investors pivot to Europe in a bid to secure potentially better long-term returns.
Such has been their rise in popularity that if European ETFs can maintain their present attraction to investors, 2025’s overall inflows will hit a new all-time high, with estimated net inflows between €300bn and €320bn, according to data from Lipper Alpha Insight.(1) Overall, it has been a compelling rebound for a region that has been enduring sluggish economic growth alongside lacklustre investment returns - in 2024 the Euro Stoxx 600 index...
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