Customer Logins
Obtain the data you need to make the most informed decisions by accessing our extensive portfolio of information, analytics, and expertise. Sign in to the product or service center of your choice.
Customer Logins
EQUITIES COMMENTARY
May 04, 2021
Value exposures in European markets
Research Signals - May 2021
We have written several articles and monthly key drivers reports highlighting a resurgence in the performance of value factors following an extended period of underperformance in US markets. With European markets recently hitting new all-time highs, we review market developments from a similar perspective of value investing.
- Since November, European markets have been on a steady path to all-time highs, supported by large increases in ETF flows and a healthy manufacturing sector
- Value factors have regained their footing, particularly since September 2020, as short sellers reduce exposure to undervalued names
- Recent months have seen signs of improving analyst outlook in Developed Europe relative to North America and Developed Pacific regions
S&P Global provides industry-leading data, software and technology platforms and managed services to tackle some of the most difficult challenges in financial markets. We help our customers better understand complicated markets, reduce risk, operate more efficiently and comply with financial regulation.
This article was published by S&P Global Market Intelligence and not by S&P Global Ratings, which is a separately managed division of S&P Global.
{"items" : [
{"name":"share","enabled":true,"desc":"<strong>Share</strong>","mobdesc":"Share","options":[ {"name":"facebook","url":"https://www.facebook.com/sharer.php?u=http%3a%2f%2fstage.www.spglobal.com%2fmarketintelligence%2fen%2fmi%2fresearch-analysis%2fvalue-exposures-in-european-markets-.html","enabled":true},{"name":"twitter","url":"https://twitter.com/intent/tweet?url=http%3a%2f%2fstage.www.spglobal.com%2fmarketintelligence%2fen%2fmi%2fresearch-analysis%2fvalue-exposures-in-european-markets-.html&text=Value+exposures+in+European+markets++%7c+S%26P+Global+","enabled":true},{"name":"linkedin","url":"https://www.linkedin.com/sharing/share-offsite/?url=http%3a%2f%2fstage.www.spglobal.com%2fmarketintelligence%2fen%2fmi%2fresearch-analysis%2fvalue-exposures-in-european-markets-.html","enabled":true},{"name":"email","url":"?subject=Value exposures in European markets | S&P Global &body=http%3a%2f%2fstage.www.spglobal.com%2fmarketintelligence%2fen%2fmi%2fresearch-analysis%2fvalue-exposures-in-european-markets-.html","enabled":true},{"name":"whatsapp","url":"https://api.whatsapp.com/send?text=Value+exposures+in+European+markets++%7c+S%26P+Global+ http%3a%2f%2fstage.www.spglobal.com%2fmarketintelligence%2fen%2fmi%2fresearch-analysis%2fvalue-exposures-in-european-markets-.html","enabled":true}]}, {"name":"rtt","enabled":true,"mobdesc":"Top"}
]}