By Georgie Preston
Publication Date: 2025-12-01 05:30:00
Europe’s strong performance has so far been linked to its indices’ limited exposure to artificial intelligence. However, managers are divided on whether this is really an advantage.
Of the 20 best-performing stock markets this year, one in two indexes is European – a feat the region has achieved only three times so far, according to Bloomberg.
With just one month left in 2025, smaller European markets such as Hungary, Slovenia and the Czech Republic have gained over 60 percent in US dollars, closely followed by Spain, Poland and Austria and Germany, which have gained 20 percent in euros (34 percent in USD).
The results came as somewhat of a surprise, as many strategists had initially forecast only modest gains for Europe and expected the U.S. economy to drive stronger performance on Wall Street.
The region’s strong performance is partly due to its limited exposure to the artificial intelligence (AI) industry, viewed by some as…
