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Amid tariffs, Europe's comeback shines

By Malcolm Smith, head of international equities at JP Morgan Asset Management Despite ongoing US tariff tensions, Europe is poised for a bright economic future, driven by a wave of fiscal, monetary, and regulatory support. Compared to the US, Europe has historically been more fiscally conservative. Yet this is beginning to change with significant fiscal packages recently announced. These packages are likely to provide a substantial boost to eco…
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Portfolio Adviser broke the news in on Thursday, August 14, 2025.
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