Consumers are currently benefiting from the interest rate declines in 2025 and an increase in purchasing power, as salaries rose faster than inflation last year. This increases their spending power, which generally translates into increased consumption. Furthermore, we expect that investment programs from national governments and the EU will generate significant orders for European companies in the coming years. The recent sharp increase in factory orders in Germany is an initial indication of this. Finally, we are seeing increased labor productivity in many companies as a result of the use of AI tools in the production process. All in all, there are many reasons to choose a European equity fund in the foreseeable future.
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The fund
Sustainable Dividends offers an investment fund that invests in a well-diversified portfolio of European companies at the forefront of the sustainability transition. Our focus is on a disciplined investment process, while applying both qualitative and quantitative financial criteria.