European stocks offer earnings stability in surprising places

My latest opinion piece for Reuters is online. In it, I have addressed the most common question I get asked about these days: “How do we deal with this uncertainty?” I have one (pretty high conviction) approach that I think will work well.

European stocks offer earnings stability in surprising places: Klement

Jan 8 - Investors in European equities all likely have the same new year’s resolution: figure out how to navigate what promises to be 12 months of heightened economic and geopolitical uncertainty. One tactic is to focus on companies with a proven track record of stable earnings growth during all market environments, but what may be surprising is where investors can find these ‘steady compounders’.

Read the full article here: https://www.reuters.com/markets/europe/european-stocks-offer-earnings-stability-surprising-places-klement-2025-01-08/