Add in the potential for lower European regulatory burdens and the result, she says, would be to “jumpstart earnings growth and equity valuations in the region.” One big advantage for the MSCI EAFE basket of foreign stocks, which along with Europe includes such big players as Japan and Australia: The exchange-traded fund that tracks them, iShares MSCI EAFE, has an expense ratio of just 16.9, versus the main ETF for the S&P 500, the SPDR S&P 500 ETF, at 25.6. As the ClearBridge research paper notes, “Combined with genuine fear of Russian aggression once again in Europe and the rise of the far-right party in the recent German elections, Germany instituted a meaningfully large defense and infrastructure package.
Author: Larry Light, Senior Contributor, Larry Light, Senior Contributor https://www.forbes.com/sites/lawrencelight/
Published at: 2025-05-18 22:07:57
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