As key enablers, European industrials’ earnings may benefit from secular growth offered by trends like reshoring, the energy transition and even AI in the medium term, yet their relative valuation to the broader market trend is largely in line with long-term...
Global wind installations are poised to set a record in 2024, at about 125 gigawatts for the first time vs. about 117 GW in 2023, and Bloomberg intelligence believes a double-digit growth pace is achievable in 2025-26.
