European Stocks: A Rich, And Cheap, Opportunity

Contributing sentiments towards policy:

57% : In March, Mazen notes, the German parliament approved an infrastructure fund of a half-trillion euros and eased a cap on defense outlays, plus it okayed more spending on energy transition and semiconductors.
46% : There is a strong case to be made that developed-market international equities, meaning non-U.S. stocks and particularly European ones, could have a sold upward path ahead of them.

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