Cyclical & Defensive Growth Surge in Europe
Ditching Consumer Discretionary and Pricey Growth for Resilient Gains
R-90 — Europe Watchlist — Investment Research Perspective, August 26, 2025
European equities exhibited significant divergence for the week ending Tuesday, August 26, 2025, with robust performance in semiconductors, defense, and select financials offset by sharp declines in luxury goods, chemicals, and underperformers in the health sector. Israeli chip eq…
