Thoughts on Europe?

Hi there

Trump seems to be going through with his tarrifs. US is more & more heading to volatile periods, and as of course we don't know what the future will bring, I have the feeling Europe could finally be in a better state.

Last month, the Stoxx Europe 600 Index had risen 6,6%, its biggest monthly gain in two years, compared to 3,2% S&P 500.

I have a worldspread portfolio, IWDA/EMIM, and thinking of adding some 7-10% to a Europe etf like the IE00B4K48X80. Yes, I know this is overlaps with a deal of IWDA's Europe selection, but, still, it might be worth it as Europe seems to be in a great (discount?) position.

Thoughts?