After years of US market dominance, a fundamental shift is underway. Elevated US valuations, dollar weakness and improving European fundamentals are driving sustained capital rotation into UK and European equities.

In this quarterly review:

• Why the investment case for Europe and the UK has strengthened
• Macroeconomic data analysis: GDP, inflation, rates and manufacturing trends
• Valuation comparisons across markets
• Q325 OTC Markets trading data showing 53% growth in European volumes
• Sector performance, with diverging patterns between US growth and European value
• Defence sector spotlight, covering long-term growth drivers and key companies

Produced in collaboration with OTC Markets Group, this report combines Edison’s equity market expertise with comprehensive OTC Markets trading analytics to provide investors with actionable insights into the European diversification opportunity.

About this report

Reflections is a quarterly review of UK and European markets produced by Edison Group in collaboration with OTC Markets Group, combining fundamental analysis with market data to help investors navigate international equity opportunities.

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