Getty Images An aerial view shows cars arriving at tollbooths on a French highway.Many strategists are making Europe sound great again as they dish out their 2018 picks. It helps that valuations for the region’s stocks still aren’t that stretched. Another plus: The Organization for Economic Cooperation and Development expects the euro zone’s gross domestic product to grow by 2.1% next year, down from this year’s 2.4% rise. As Russell Investments strategists write in a note, “Reflation, combined with the refutation of populist movements in the region, have laid the foundation for a self-sustaining recovery that could last for years to come.” The bulls from Russell describe valuations for Europe’s stocks as “neutral” and fundamentals as “strong,” adding that they “continue to favor euro-zone financial markets over U.S. markets in particular.” Is there a European sector that might make for a particularly good bet in 2018? Transportation stocks are worth considering. The MSCI index that tracks shares of toll-road operators, shipping companies, airlines, and other transportation outfits has outperformed the broad market this year, with an advance that has topped 31%, note Deutsche Bank analysts. They expect more gains in 2018, thanks to another pickup in volume for these businesses.via