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Focused European Equity

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European flag waving at the arch of Jubel Park in Brussels,Belgium
Article
8 min
Europe Equity Macro and market European Stewards Focused European Equity Article
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The changing face of Europe: regime change gathers pace

Macro Strategist Nicolas Wylenzek explores the drivers of Europe’s accelerating regime change and its impact on European equity markets and potential areas of opportunity.

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Nicolas Wylenzek
Nicolas Wylenzek, CFA
event
8 min
Article
2026-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1270413720
Article
4 min
EMEA Active management Article Equity Institutional Portfolio construction Focused European Equity
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The power of local perspective: the rewards of a contrarian approach to European equities

Portfolio Manager Tom Horsey and Investment Director Thomas Kramer explain why they see compelling opportunities in today's European equity market for contrarian, bottom-up investors.

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Thomas Horsey
Thomas Horsey
Thomas Kramer
Thomas Kramer, CAIA
event
4 min
Article
2026-03-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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