Wall Street’s focus on U.S. stocks remains strong, but tech-heavy gains drive the gap with Europe.As we head into 2025, the U.S. stock market remains Wall Street’s clear favorite for investment, continuing the trend of the past few years. But could European stocks finally make a play for the spotlight? Wall Street’s focus is unmistakable. According to Bank of America’s latest survey of mutual fund managers, U.S.
equities dominate, now accounting for 36% of portfolios—the highest allocation in 25 years. Meanwhile, managers have slashed liquidity levels to just 3.9%. With a significant shift toward financial stocks, their focus is on U.S. markets, while European equities and emerging markets take a backseat.A key factor in this performance gap has been Europe’s lighter exposure to the technology sector—the driving force behind this year’s U.S. market gains. While the top 10 U.S. stocks surged by double digits, six of Europe’s largest companies, including Novo Nordisk (NYSE: Take a look at the stark contrast between the STOXX 600 and the S&P 500 since 2011, and you'll see how the gap has widened substantially. In 2024, this trend only deepened, as the U.S. benefited from its technology-heavy market while Europe lagged. If you’re still betting on U.S. stocks, here are two top picks positioned to capitalize on the AI boom: : Known for its cybersecurity products, Fortinet stands to benefit from increased demand in tech security. Its partnership with CrowdStrike (NASDAQ:) adds to its competitive edge. With 44 ratings—17 buys, 26 holds, and just one sell—it’s a top choice for investors. : This cloud-monitoring service has seen a 30% year-on-year gain and is well-positioned for AI growth. With 43 ratings, 40 of which are buy, Datadog remains a strong bet for the future. While the U.S. market remains the go-to for many investors, could 2025 be the year Europe turns the tables? Seems unlikely now, but things could chang
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