Europe is at a pivotal moment, indicating a promising medium-term outlook for the region. Initiatives such as the new European defence strategy and fiscal expansion in Germany are poised to enhance productivity and innovation, thereby unlocking Europe’s economic potential.
Following years of being overshadowed by U.S. exceptionalism, European markets have experienced a notable resurgence, outperforming their American counterparts. Consequently, they are becoming increasingly attractive to foreign investors, as evidenced by the recent increase in capital flows to Europe. The euro is emerging as a potential global alternative to the dollar, as recently highlighted by ECB President Lagarde: “The ongoing changes create the opening for a ‘global euro moment.1”
At Amundi, we believe this positive long-term trend for Europe could persist for two main reasons:
firstly, rising concerns over trade tensions and fiscal indiscipline have reduced the perception of U.S. assets as the sole safe haven;
secondly, Europe is demonstrating enhanced stability and a commitment to achieving strategic autonomy.
The Old Continent is once again making its mark on the global stage.
Discover more on the Amundi Research Center
Amundi’s comprehensive range of solutions
As Europe embarks on a path of economic growth over the medium term, investors are presented with a unique opportunity to capitalize on the evolving landscape. With our extensive capabilities across equity and fixed income, at Amundi we offer a comprehensive range of investment solutions to support clients in meeting their diverse needs.
| Amundi Funds Europe Equity Income Select |
| Amundi Funds European Equity | |
| Amundi Funds European Equity Small Cap |
| CPR – European Strategic Autonomy | |
|
| Amundi Stoxx Europe 600 UCITS ETF |
| Amundi Funds Euro Corporate Bond Select |
| Amundi S.F. - Diversified Short-Term Bond Select | |
|
| Amundi Funds Euro Subordinated Bond Responsible |
| Amundi EUR Corporate Bond UCITS ETF |
| Amundi Funds Euro Multi-Asset Target Income |
Discover other articles on this topic
2025: A promising year for European credit markets
Is it time to consider European Small and Midcaps?
What’s next for Europe and the world: Recent market developments
Tap into Europe’s future growth
Time for Europe: The rising opportunities in bonds and equities
1 Speech by Christine Lagarde “Earning influence: lessons from the history of international currencies”, 26th May 2025.
Unless otherwise stated, all information contained in this document is from Amundi Asset Management S.A.S. and is as of 10th June 2025. Diversification does not guarantee a profit or protect against a loss. The views expressed regarding market and economic trends are those of the author and not necessarily Amundi Asset Management S.A.S. and are subject to change at any time based on market and other conditions, and there can be no assurance that countries, markets or sectors will perform as expected. These views should not be relied upon as investment advice, a security recommendation, or as an indication of trading for any Amundi product. This material does not constitute an offer or solicitation to buy or sell any security, fund units or services. Investment involves risks, including market, political, liquidity and currency risks. Past performance is not a guarantee or indicative of future results.
Date of first use: 10th June 2025
Doc ID: 4566422