European Investments Outshine U.S. on Policy & Value

Michelle Gibley says Europe could be the sweet spot for investors looking for growth outside the U.S. With cheap valuations and earnings estimates being revised higher, Michelle says the Eurozone will benefit from a potential shift in asset allocation away from U.S. stocks. Germany's plan for a massive fiscal stimulus serves as a game-changer for the region as European defense names are outperforming their U.S. peers.

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