"Given the significant geographical differences in returns, underweighting U.S. equities relative to European and Danish stocks has not been the most effective investment strategy in 2024."
"Much of this return disparity can be attributed to earnings-per-share (EPS) growth. In 2024, the S&P 500 is expected to deliver an EPS growth of approximately 10%, compared to just 2% for companies in the STOXX 600 Europe Index."
"However, holding European equities may not necessarily be a poor decision for 2025. EPS growth in Europe is expected to rise significantly next year, narrowing the gap with U.S. equities."
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