The shares of the very biggest, ‘mega-cap’, firms have generally outperformed those of smaller ones by less in Europe than they have in the US on net so far this decade. We expect that to remain the case through the end of 2025, as bond yields drop back some more and hype around AI resumes.
Subscriber content
Read this in full, free
Start a free trial and use one of your 10 free starter credits to unlock this piece.