European stocks set for modest gains as Iran war dampens outlook, poll shows

European shares are expected to struggle to post further gains for the rest of the year, according to a Reuters poll. The outlook is weighed down by the economic hit from the Iran war and a relative shortage of popular AI-linked stocks, both of which may limit relative performance versus other markets. The article points to a cautious, risk-off sentiment for European equities rather than a catalyst for near-term upside.

Analysis

European shares are expected to struggle to post further gains for the rest of the year, according to a Reuters poll. The outlook is weighed down by the economic hit from the Iran war and a relative shortage of popular AI-linked stocks, both of which may limit relative performance versus other markets. The article points to a cautious, risk-off sentiment for European equities rather than a catalyst for near-term upside.