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2. Juli 2025

Syconvictions July 2025

US stock markets experienced a “Magnificent 7” effect after concentrating value creation, earnings growth and unprecedented returns in 2023 and 2024. While the causes differ, the consequences are similar in Europe for defence and financial companies in 2025, as the latter concentrate most of the impressive market rally, which currently stands at 10% in Europe, but only 2% without their contribution.

This revival stems from the change of paradigm in Europe, characterised by the end of deflation - which allowed the European financial system to emerge from the doldrums, but also from Europe’s political awakening triggered by President Trump’s isolationism. The effects have been massive: the infrastructure stimulus plan has finally been introduced in Germany, and ‘declarations of intent’ on European defence have been superseded by a significant rise in budgets, recently confirmed at the NATO summit, with spending targets now set at 5% of GDP by 2040.



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Syconvictions July 2025

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