Europe Equity Market Outlook: Q3 2025
The Europe equity market recovered from the initial impact of tariffs on European stocks, but volatility is likely to continue.
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, and European stocks are 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 comparisons, sector valuations, and more.
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