Michael Field, CFA

Strong earnings growth, low tech exposure, and improving economic conditions weigh in the region’s favor.

Despite AI-fueled gains driving US market outperformance, we see opportunities elsewhere.

Energy and defense stocks remain front of mind for investors, but Morningstar sees opportunities to buy software and healthcare shares.

Morningstar strategist Michael Field says AI opportunities are emerging beyond Nvidia, with European stocks still lagging US peers.

Beyond Nvidia and Microsoft, analysts highlight undervalued AI names and lesser-known companies with strong future growth potential.

European stock markets just had their worst month since March 2020, but key sectors now appear undervalued.

Oil stocks and shipping firms are surging amid the Iran conflict, but some tech companies may offer better long-term opportunities.

Many stocks with strong competitive advantages have been caught up in the selloff and are now undervalued.

A strong start to 2026 has pushed European stock valuations toward fair value, leaving a thinner margin of safety if markets turn.

Where valuations, rate cuts, and sector shifts point to opportunity in European equities.

Plus, how to manage the risk of market concentration in your portfolio.

Despite a loss of momentum, investors in European stocks have had another good year.

As 2026 approaches, investors face rising protectionism, geopolitical fragmentation, and market instability. Morningstar CEO Kunal Kapoor is joined by Morningstar’s global market strategists to explore the trends shaping portfolios in the year ahead.

European equities remain discounted relative to US stocks, creating selective buying opportunities.

An apparently volatile earnings season has left many European equities with only minimal fair value estimate changes.

Even after the recent rally, European markets are not overvalued.

Plus, 3 European stock picks that are undervalued today.

Morningstar’s Michael Field believes that the rotation out of US stocks into European assets will persist.

There’s plenty of uncertainty, but companies and investors may be being too pessimistic.

Investors shouldn’t expect another strong rally this quarter, but a number of sectors still have upside.

In his latest column, Morningstar’s Europe market strategist makes a bold call for 2025.

Morningstar analysts select the best prospects among sectors like consumer defensive, energy, financial and healthcare.

What factors would drive European markets higher in 2025, and where are the risks?

Many large US company stocks appear to be expensive. Here are other investment opportunities heading into the new year.

Tariffs, threats and cancelled subsidies await as the reins of power change hands in Washington D.C.

The latest retreat in American tech stocks has sent shivers through their European peers

We're part of the way through the reporting season, and several key patterns are emerging.

The Labour election win should help UK housebuilders, while political uncertainty has hit French stocks 

If the Labour party cruise to victory next month, what are the investment implications?

AI, consumer stocks and defence companies - the monthly look at the key themes in European markets after reporting season