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Europe

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1270413720
Article
4 min
Europe Equity Active management Wealth Program Portfolio construction Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The long-term rewards of a contrarian approach to European equities

Portfolio Manager Tom Horsey and Investment Director Thomas Kramer explain why viewing European equities through a contrarian lens could help investors to uncover long-term opportunities in a rapidly evolving Europe.

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By

Thomas Horsey
Thomas Horsey
Thomas Kramer
Thomas Kramer
event
4 min
Article
2026-10-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
gettyimages
Article
5 min
Europe Fixed income Active management Wealth Program Credit Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

How a changing Europe is reshaping credit markets

Portfolio Managers Derek Hynes and Konstantin Leidman explore how a changing Europe is reshaping the region's credit markets and identify key takeaways for investors.

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Derek Hynes
Derek Hynes
Konstantin Leidman
Konstantin Leidman, CFA
event
5 min
Article
2026-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1165294237
Article
5 min
Europe Equity Macro and market Content CoE Program Global Program Macro Article Investment Angles
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Still opportunities in European equities? Positioning is key

Macro Strategist Nicolas Wylenzek revisits the case for European equities and discusses why positioning can help optimise exposure to Europe’s accelerating regime change.

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Nicolas Wylenzek
Nicolas Wylenzek
event
5 min
Article
2026-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1134962818
Article
7 min
Active management Europe High yield Wealth Program Fixed income EMEA Euro High Yield Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Europe: a good hunting ground for high yield?

With attractive yields and a low duration profile, high yield can present potentially compelling opportunities for investors, despite the continued volatility.

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By

Konstantin Leidman
Konstantin Leidman, CFA
Jennifer Martin
Jennifer Martin, CFA
event
7 min
Article
2026-05-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
European Union flags waiving at Berlaymont building of the European Commission in Brussels, Belgium
Article
3 min
Europe Macro and market Wellington on Washington and the World Wealth Program Fiscal policy Geopolitics Macro Market disruptions Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Fiscal versus tariffs: what wins out for Europe?

Just as investors were starting to explore the potential for growth in Europe, Trump’s tariffs landed. To what extent is the case for Europe still intact?

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Eoin O'Callaghan
Eoin O'Callaghan
event
3 min
Article
2026-04-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1146605758
Article
5 min
Fiscal policy Market disruptions Yielding insights Content CoE Program Global Program Equity USA Europe Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Sacrificing stocks on the altar of trade

Brij Khurana discusses the Trump administration's new stance on trade and its impact on the US economy, global markets and asset prices.

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Brij Khurana
Brij Khurana
event
5 min
Article
2026-04-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
European Union flags waiving at Berlaymont building of the European Commission in Brussels, Belgium
Infographic
4 min
Chart in Focus Equity Asset allocation Content CoE Program Global Program iStrat Europe Wellington on Washington and the World Tactical allocation Infographic
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Chart in Focus: how sustainable is Europe’s rally?

Is the recent rally in European equities sustainable? In this edition of our Chart in Focus series, we explore the potential path ahead.

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Multiple authors

event
4 min
Infographic
2026-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Quick Take
Equity Europe Macro and market Quick Take
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

European equities: a complex story

Macro Strategist Nicolas Wylenzek examines the complex prospects of European equities from both a near-term and structural perspective.

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Nicolas Wylenzek
Nicolas Wylenzek
event
Quick Take
2024-02-29
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