The US stock market beat Europe’s – This is what the estimates look like for next year

At the end of the year, the world’s major asset managers always publish their views on the attractiveness of different regions as investment targets. How do the two big ones, BlackRock and State Street, see the United States and Europe next year?

Allocation. Around mid-December, the S&P 500 had clearly risen more than the Stoxx Europe 600. The world’s largest asset manager, BlackRock, believes that the USA will lead next year as well: overweight the USA, underweight Europe. Competitor State Street also writes about the USA in a more positive tone, but the asset manager believes that Europe can find winners in individual industries such as energy and healthcare.