Russia-Ukraine Tensions Spur Bets the U.S. Can Outperform Europe
- U.S. is once again favorite destination of ETF investors
- Robeco went long dollar versus euro as crisis snowballed
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The Russia-Ukraine crisis is threatening to upend long-hoped-for bets that markets in continental Europe will outperform U.S. peers this year.
The euro area’s worsening energy crisis and now less certain growth prospects are spurring the likes of Principal Global Investors and Brooks Macdonald Asset Management to tout U.S. equities over the region.