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Europe

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European Union flags waiving at Berlaymont building of the European Commission in Brussels, Belgium
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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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

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4 min
Infographic
2026-03-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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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By

Nicolas Wylenzek

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Quick Take
2024-02-29
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Geopolitics Macro and market Multi-asset Equity Europe Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
War and markets: What's the connection?
Amid the geopolitical turmoil and tragic humanitarian fallout of the Russia/Ukraine crisis, many investors are naturally also concerned about the negative effects the escalating conflict could have on their portfolios. With that in mind, I thought I’d provide a quick snapshot of the impacts that past wars have tended to have on asset prices.
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By

Owen Lamont, PhD

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Article
2023-03-31
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