CNBC Pro: 7 stocks to buy before the end of the year, pros say
As investors prepare their portfolios for 2025, Wall Street’s best minds have identified several European companies that they believe have significant growth potential despite market uncertainty.
Morgan Stanley downgraded European stocks to neutral earlier this year. However, they said “Europe is now a stock picking market” as the continent’s stock markets have begun to diverge in terms of performance.
Meanwhile, investment firm Bernstein’s top 10 stock picks have outperformed the MSCI European Small Cap Index by 5 percentage points since the end of October.
CNBC Pro subscribers can read more here.
— Ganesh Rao
How to ‘tariff-hedge’ your European portfolio, says TS Lombard
As Europe faces the prospect of tariffs on US exports, TS Lombard has advised investors in the region on how to “hedge” their portfolios against tariffs.
In a report this week, Davide Oneglia, director of European and global macro at TS Lombard, suggested that European investors address “tariff risks” by “viewing their exposures the way Donald Trump… Dollar value of US goods deficit/surplus by country and sector.
He proposes three key ways for investors to protect their portfolios.
Professional subscribers can read more here.
— Holly Elliot
European Markets: Here are the opening calls
European markets are expected to open mixed on Friday.
IG data shows that the British FTSE 100 index is expected to open up 7 points to 8,285 points, the German DAX index fell 13 points to 19,408 points, the French CAC index fell 5 points to 7,173 points, and the Italian FTSE MIB index fell 48 points to 33,261 points. .
Market participants will be closely watching Eurozone inflation data for November, as well as preliminary inflation data from France and Italy.
— Sam Meredith
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