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Nicolas Wylenzek Profile
Nicolas Wylenzek
Macro Strategist

Insights By Nicolas Wylenzek

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Article
5 min
Europe Equity Macro and market Content CoE Program Global Program Macro Article Investment Angles
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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
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5 min
Article
2026-07-31
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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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Article
6 min
USA Growth Equity Content CoE Program Global Program Outlook Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Beyond US exceptionalism: where now for equities?

It might feel like the narrative of US exceptionalism has only been questioned in recent months — particularly in the wake of Liberation Day — but we see Trump’s tariff announcements as the clearest signal yet of a shift that has already been underway for nearly a decade.

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Andrew Heiskell
Andrew Heiskell
Nicolas Wylenzek
Nicolas Wylenzek
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6 min
Article
2026-06-30
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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
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Quick Take
2024-02-29
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