Economy. U.S. vs. Europe Forecasts: What’s Driving the Difference?

September 15, 2021

Connor O’Brien | Kevin O'Leary | Videos

Live Strategy Discussion

In case you missed it, here’s a short clip from our last live event:
Performance Outlook for 2022

Speakers:

Kevin O’Leary, Chairman of O’Shares ETFs
Connor O’Brien, CEO of O’Shares ETFs

Past performance does not guarantee future results. The referenced index is shown for informational purposes only and is not meant to represent the Fund. Investors cannot directly invest in an index.

For standardized performance please click here.

OEUR Holdings

Name
(As of 5/23/2022)
Stock TickerSector% Of Market ValueShares/ParIsin
NESTLE SANESNConsumer Staples5.66%22797CH0038863350
ROCHE HOLDING AGROGHealth Care5.40%7682CH0012032048
NOVO NORDISK A/SNOVOBHealth Care5.03%22291DK0060534915
LVMH MOET HENNESSY LOUIS VUITTON SEMCConsumer Discretionary3.47%2769FR0000121014
NOVARTIS AGNOVNHealth Care3.34%17558CH0012005267
ASTRAZENECA PLCAZNHealth Care3.26%11697GB0009895292
UNILEVER PLCULVRConsumer Staples3.12%33547GB00B10RZP78
SAP SESAPInformation Technology2.77%13331DE0007164600
SANOFISANHealth Care2.67%11526FR0000120578
GSK PLCGSKHealth Care2.57%54798GB0009252882
L'OREAL SAORConsumer Staples2.57%3672FR0000120321
WOLTERS KLUWER NVWKLIndustrials2.39%11436NL0000395903
ASML HOLDING NVASMLInformation Technology2.27%1953NL0010273215
DIAGEO PLCDGEConsumer Staples2.18%22740GB0002374006
IBERDROLA SAIBEUtilities2.04%82058ES0144580Y14
RELX PLCRELIndustrials1.93%31852GB00B2B0DG97
SWEDISH MATCH ABSWMAConsumer Staples1.90%87628SE0015812219
DEUTSCHE POST AGDPWIndustrials1.84%21614DE0005552004
SIEMENS AGSIEIndustrials1.81%6950DE0007236101
MERCK KGAAMRKHealth Care1.77%4512DE0006599905
KONE OYJKNEBVIndustrials1.75%17139FI0009013403
SCHNEIDER ELECTRIC SESUIndustrials1.73%6068FR0000121972
SWISSCOM AGSCMNCommunication Services1.73%1411CH0008742519
BUNZL PLCBNZLIndustrials1.70%22736GB00B0744B38
ABB LTDABBNIndustrials1.68%26677CH0012221716
DANONE SABNConsumer Staples1.60%12987FR0000120644
ESSILORLUXOTTICA SAELConsumer Discretionary1.60%4801FR0000121667
3I GROUP PLCIIIFinancials1.52%45897GB00B1YW4409
SIEMENS HEALTHINEERS AGSHLHealth Care1.50%12283DE000SHL1006
ESSITY ABESSITYBConsumer Staples1.45%26373SE0009922164
HERMES INTERNATIONALRMSConsumer Discretionary1.43%618FR0000052292
SGS SASGSNIndustrials1.40%268CH0002497458
CIE GENERALE DES ETABLISSEMENTS MICHELIN SCAMLConsumer Discretionary1.39%5273FR0000121261
LEGRAND SALRIndustrials1.36%7622FR0010307819
ASSA ABLOY ABASSABIndustrials1.35%27129SE0007100581
ORSTED ASORSTEDUtilities1.35%5812DK0060094928
INVESTOR ABINVEBFinancials1.32%34971SE0015811963
INDUSTRIVARDEN ABINDUCFinancials1.30%24130SE0000107203
HENKEL AG & CO KGAAHENConsumer Staples1.30%9450DE0006048408
HEXAGON ABHEXABInformation Technology1.29%51238SE0015961909
ATLAS COPCO ABATCOAIndustrials1.28%56600SE0017486889
CARLSBERG ASCARLBConsumer Staples1.28%4918DK0010181759
KUEHNE + NAGEL INTERNATIONAL AGKNINIndustrials1.25%2227CH0025238863
COLOPLAST A/SCOLOBHealth Care1.19%4791DK0060448595
KERING SAKERConsumer Discretionary1.19%1175FR0000121485
INDUSTRIA DE DISENO TEXTIL SAITXConsumer Discretionary1.18%25647ES0148396007
GEBERIT AGGEBNIndustrials1.17%1037CH0030170408
SCHINDLER HOLDING AGSCHPIndustrials1.16%2802CH0024638196
PARTNERS GROUP HOLDING AGPGHNFinancials1.16%522CH0024608827
ADMIRAL GROUP PLCADMFinancials0.98%16755GB00B02J6398
CASH0.45%215480.9
ATLAS COPCO ABATCOILAIndustrials0.02%14150SE0017486863
EUROAPI SAEAPIPHealth Care0.00%0.13FR0014008VX5
DANISH KRONE0.00%-395.02
BRITISH POUND0.00%-1.98
EURO-0.01%-5964.12
SWEDISH KRONA-0.01%-32321.46
Holdings subject to change.

Related Content

Latest Fed Signals and Yield Outlook

Latest Fed Signals and Yield Outlook

The latest rhetoric from the Fed indicates that rates may be headed higher. What does this mean for bonds? Are bonds broken and no longer able to...

Our Next Livestream Starts In

O’Shares Livestreams are usually on Thursdays at 11AM ET. Topics include current market investment themes and internet and dividend related research.

Subscribe to O'Shares Research

Investing in ETFs starts with understanding it. O'Shares publishes original research, subscribe for access to exclusive content and industry insights.