Europe may have entered a fundamentally different phase. After years of anemic growth and fiscal restraint, evidence throughout 2025 suggested that a structural pivot may be underway. This whitepaper from DWS, produced in collaboration with STOXX, offers an in-depth exploration of Europe’s idiosyncratic strengths through a distinctive analysis of corporate positioning and long-term potential.
For index-based investors, these dynamics present significant opportunities. Advances in index design now allow for a rules-based, targeted and systematic capture of more granular exposures.
Explore the findings by downloading the report.