Nicolas Wylenzek Profile
Nicolas Wylenzek
Macro Strategist

Insights By Nicolas Wylenzek

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9 min
Equity Outlook Active management Article
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Preparing for a shift in US exceptionalism

Equity Strategist Andrew Heiskell and Macro Strategist Nicolas Wylenzek explore the evolving nature of US exceptionalism in their 2026 midyear equity outlook.

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Andrew Heiskell
Andrew Heiskell
Nicolas Wylenzek
Nicolas Wylenzek
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9 min
Article
2027-07-31
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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
5 min
Europe Equity Macro and market 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
event
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.
Quick Take
Equity Europe Macro and market Quick Take
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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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