MEGA Basket outperforms the Stoxx600
201 Tuesday, 29 April 2025 13:53
Our “Make Europe Great Again” or MEGA selection - (see article on March 28) outperforms the Stoxx600 thanks to several factors:
- German recovery plan: The 500 billion euro plan continues to stimulate investments in infrastructure and defense, boosting the German market as well as European markets.
- Reconstruction of Ukraine: The European Union has established the "Ukraine Facility", a financial support mechanism of 50 billion euros for the period 2024-2027 improving the growth prospects of the European companies involved.
- Investments in European stocks: The growing interest of international investors in European stocks supports our basket.
- Peace talks in Ukraine: Discussions for a peace deal boost investor confidence and stabilize the region.
source: Kepler Cheuvreux Solutions
Theses factors should continue to favor the outperformance of our MEGA basket selection, developed in partnership with Kepler Cheuvreux Solutions.
Do not hesitate to contact Renalco SA to find out more if you are interested by this opportunity (info@renalco.ch).
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The analysis in this article is based on many assumptions and different assumptions can lead to significantly different results. Historical performance is in no way representative of future performance. This article has been prepared only for professional investors, who are expected to make their own investment decisions without undue reliance on its contents. This article may not be reproduced, distributed or published without prior authorization from Renalco SA.
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