Post by ValueTrust Financial Advisors

In H2 2025, equity markets reached new all-time highs despite increased interest rate, reflecting continued investor confidence and resilient risk appetite. European risk-free rate continued to rise, reaching a six-year high of 3.3% and driving a decrease in implied market risk premia across Europe, while Germany and Switzerland saw modest increases. Equity markets advanced to record levels, with the STOXX Europe 600 reaching an all-time high with portfolio rebalancing flows providing an additional tailwind for equity valuations. In the DACH region, multiple expansion was the primary driver of performance, as share price appreciation exceeded earnings growth amid supportive investor sentiment. For more information please visit our website: https://lnkd.in/dRhm6bB4 #valuetrust #financialexperts #capitalmarketstudies #costofcapital #multiples #DACH #Europe