Europe Equity Market Outlook: Q3 2025
Volatility is likely to persist as markets edge upward.
The markets have mostly bounced back from the initial tariff concerns that plagued this past quarter, but more uncertainty is still on the horizon: There is yet to be a clear trade resolution with the US, and the July tariff deadlines and consequences may bring more short-term market volatility as markets react. Though risks remain and consumer confidence is shaky, Europe’s macroeconomic picture continues to improve with European stocks trading at a 5% discount to our fair value estimates.
Our Q3 2025 report analyses the European equity markets by equity style box, global equity performance , sector valuations, and more.
Download the report to find out how these key insights may impact your investing strategy.
