European equities have attracted growing inflows in recent quarters, as investors gravitate toward a region offering low valuations and strengthening economic momentum. In this interview with Asset TV, Jason Chen, Senior Portfolio Strategist at DWS Investment Management Americas, examines the key drivers behind that shift and the opportunities emerging across regional stocks.
Chen also sheds light on two recently introduced Xtrackers ETFs designed to capture those opportunities, each tracking a distinct STOXX index: the STOXX® Europe Total Market Defence Space and Cybersecurity Innovation 50-25 and the STOXX® Europe Total Market Leaders. The former targets companies with revenue and patent exposure across the three thematic segments. The latter identifies global leaders with dominant market positions, durable competitive advantages and superior profitability relative to peers.