The UBS recently carried out an extensive screening of the European equity market. There are a few stocks that were rated very positively by the analysts.

These include the French energy supply group Engie $ENGI (-0,13 %) the Italian logistics and postal company Poste Italiane $PST (-0,64 %) the British online real estate broker Rightmove
$RMV (+0,27 %) and the French technology service provider SPIE $SPIE (+0,58 %).

In addition, the Irish specialist insurer Beazley $BEZ (+0,47 %) the Spanish energy group Iberdrola
$IBE (+0,19 %) and the Swedish telecommunications company Telia
$TELIA (+4,81 %) are on the list.

The chances of a positive development are good - according to "Welt". Reason:

In Europe, politicians are investing massive amounts of money in infrastructure and defense while promising reforms to stimulate the economy. Added to this are interest rate cuts by the European Central Bank (ECB) and bulging savings accounts, which could flow into consumption and investment if the mood improves.

And overall, it is all about long-term growth: government investments are planned for years to come and the ECB is likely to cut interest rates even further.

The combination of government stimulus, cheap financing and private capital is providing a tailwind on the markets. There are some European ETFs that have been performing very well since the beginning of the year.

At the forefront is the Global X Euro Infrastructure Development $BRIP (+0,32 %) with a return of 23.1 percent.

Also strong is the Xtrackers Dax $DBXD. (-0,68 %)
The ETF achieves 20.3 percent and costs just 0.09 percent per year.

Also exciting is the WisdomTree Europe Defensive $EUDF (+1,83 %). With 18.9 percent since its launch in March, it has made a solid start and costs just 0.40 percent.

The classic among the European ETFs, the iShares Core Euro STOXX 50 $CSSX5E (-0,81 %)is somewhat more defensive at 11.8 percent, but scores with minimal fees. Europe is therefore back on the ETF radar.

Source (excerpt) & image: "Welt", 17.07.2025