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Nicolas Wylenzek
Macro Strategist
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Insights By Nicolas Wylenzek

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Article
4 min
Wellington on Washington and the World Elections Article Equity Institutional Fundamental equity Geopolitics France
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Surprise French election result: what does it mean for investors?

Macro Strategist Nick Wylenzek and Investment Director Thomas Kramer discuss the surprise French election and its implications for European equities.

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Nicolas Wylenzek
Nicolas Wylenzek
Thomas Kramer
Thomas Kramer
event
4 min
Article
2025-07-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs 4_sd_v2
Article
9 min
Small-cap Mid-cap Article Equity Institutional Outlook EM equity Large-cap
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Beyond US large cap: Where now for equity investors?

How should investors navigate a narrow market? Looking ahead to the rest of the year, Macro Strategist Nicolas Wylenzek examines the structural backdrop and Equity Strategist Andrew Heiskell shares his view on equity opportunities to watch.

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Andrew Heiskell
Andrew Heiskell
Nicolas Wylenzek
Nicolas Wylenzek
event
9 min
Article
2025-06-30
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