1625 GMT - European equities will outperform after lagging so far this year, as sectors left behind by soaring AI stocks start to catch up, Mediolanum International Funds' Terry Ewing says. Eurozone earnings growth is improving after holding flat for several years, Ewing says. Inflation on the continent remains under control, further supporting stocks, Ewing notes. However, the equities manager expects a modest rise in European equities rather than a significant surge. More broadly, "markets will be less reliant on gains in the technology sector going forward," Ewing writes. The Europe-wide Stoxx 600 inches up 0.2%, and is up 8.4% so far this year. (josephmichael.stonor@wsj.com)
(END) Dow Jones Newswires
July 14, 2026 12:26 ET (16:26 GMT)
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