For investors seeking momentum, Xtrackers MSCI Europe Hedged Equity ETF DBEU is probably on the radar. The fund just hit a 52-week high and is up 19% from its 52-week low of $38.58 per share.
DBEU's Euro-hedged approach misses potential Euro upside. Macro in Europe isn't benefiting from a weakening of the EUR, which was expected to offset tariff impacts. There is a secondary China product glut to worry about with European macro.
DBEU ETF offers a competitive expense ratio and currency hedge, outperforming non-hedged peers like VGK. European GDP depends on the economic performance of its leading power, Germany. And Germany is closely tied to China. The arrival of DeepSeek highlights how China is distinguishing itself in the AI field, representing a potential booster for the country's economic growth.
Maximilian Uleer, Deutsche Bank head of European equity and cross-asset strategy, joins 'Money Movers' to discuss how investors should play European equities, what needs to happen before investors should put money to work, and more.