24 stocks to own, if you bet on better macro in Europe
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Major European bourses closed for Labour Day
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24 STOCKS TO OWN, IF YOU BET ON BETTER MACRO IN EUROPE
Data out of Europe have been steadily beating expectations this year, keeping the euro zone's economic surprise index .CESIEUR in the black since January and nudging its UK equivalent .CESIGBP above zero in April.
This string of positive surprises has come along a recovery in PMI indices across Europe's top economies, corroborating the view that the macro picture in the region will only get better.
Expectations of a recovery have already filtered through an outperformance of banks .SX7P and some cyclicals sectors like autos .SXAP in Europe this year. But for German bank Berenberg there is more to go.
"We entered this year with a 'Goldilocks' macro base-case centred on no U.S. recession and improving H2 macro momentum for Europe and the UK. With signs of positive momentum building across Europe, we maintain our overall bias to financials and cyclicals in our respective sector strategy models," write Berenberg analysts.
They singled out 24 names in top-scoring sectors they expect will fare well as the economy gains momentum. Among them are personal care company Beiersdorf BEIG.DE, carmaker Renault RENA.PA, banks ING INGA.AS and Barclays BARC.L, oil major Shell SHEL.L and bourse operator LSEG LSEG.L.
In the snapshot you can see the full list.
(Danilo Masoni)
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FOR WEDNESDAY'S OTHER LIVE MARKETS POSTS
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EUROPE: AN OUTPERFORMANCE WITH LITTLE LOVE CLICK HERE
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FTSE FUTURES FLAT AS TRADERS MULL FED DIRECTION CLICK HERE
FED DAY FOCUS IS ON WHAT JAY SAYS CLICK HERE
Berenberg picks https://tmsnrt.rs/3UEkwc5
Economic surprises https://tmsnrt.rs/3WnwlEJ
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