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The case for active European equities
In a world of growing divergence, new opportunities are emerging. Could now be the time to give European equities another look?
1
Potential policy shift
2
Focus on defence
3
Supportive fiscal measures
4
All eyes on the US elections
5
What does this mean for investors?
European Equity Strategist Nick Wylenzek identifies key investment implications:
Read MORE1
Potential policy shift
2
Focus on defence
3
Supportive fiscal measures
4
All eyes on the US elections
5
What does this mean for investors?
European Equity Strategist Nick Wylenzek identifies key investment implications:
Read MOREWhy Wellington?
As one of the world's largest privately held asset managers, we are free to take the long view, innovate and invest when others pull back. Since 1928, we've been exploring new ideas and challenging each other's thinking — because we believe unique perspectives lead to better investment decisions. We believe our distinct, research-driven approach puts our teams in a strong position to capitalise on the structural opportunities we see emerging across Europe.
European expertise
USD 130B+
European clients
USD 15B+
Dedicated European AUM
40+
Years in Europe
Global Expertise
USD 1T+
AUM
95+
Years of active investing
900+
Investment professionals
Figures for the Wellington Management Group of companies at 31 March 2024.
Would you like to find out more? Speak to our team
Contact UsFunds in focus
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Focused European Equity Fund
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European Stewards Fund
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Strategic European Equity Fund
Focused European Equity Fund
Focused European Equity Fund
High-conviction equity fund seeking to invest in underappreciated European companies.
European Stewards Fund
European Stewards Fund
A highly selective European equity fund investing in companies that we believe display exemplary stewardship with sustained track records of strong financial performance.
Strategic European Equity Fund
Strategic European Equity Fund
High-conviction equity fund seeking to invest in "structural winners" of Europe.
Insights
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Insights Posts
Article
6 min
Corporate governance: still a key driver for Japanese equities
Macro Strategist Nicolas Wylenzek and ESG Analyst Calista Lee explore how ongoing corporate governance remains a key driver of Japanese equities and set out key implications for investors.
6 min
Article
2027-08-15
Article
9 min
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.
9 min
Article
2027-07-31
Article
6 min
Europe and the Iran conflict: 4 critical considerations for investors
Macro Strategists Eoin O’Callaghan and Nicolas Wylenzek explore how the conflict in the Middle East may alter the outlook for Europe and outline potential implications for European fixed income and equities.
6 min
Article
2027-04-13
Article
6 min
European equities: time to reassess?
Many investors remain cautious on European equities, but Multi-Asset Portfolio Manager Supriya Menon and Lead Researcher Patrick Wattiau argue it is time to consider what could go right for European equities.
6 min
Article
2027-02-28
Article
7 min
Broadening underway? 6 equity ideas for 2026
Andrew Heiskell and Nicolas Wylenzek see 6 key themes ahead for equity investors in 2026, including the durability of the AI investment cycle, the broadening of earnings growth beyond mega-caps, the potential for renewed value in international diversification and the growing need for equity investors to rethink risk hedging beyond bonds.
7 min
Article
2026-12-31
Article
4 min
Japan's reflation story: An overlooked equity opportunity?
Macro Strategist Nick Wylenzek analyzes the structural shifts in Japan's economy and identifies potential equity opportunities.
4 min
Article
2026-12-01
Article
5 min
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.
5 min
Article
2026-07-31
Article
8 min
The changing face of Europe: regime change gathers pace
Macro Strategist Nicolas Wylenzek explores the drivers of Europe’s accelerating regime change and its impact on European equity markets and potential areas of opportunity.
8 min
Article
2026-03-31
Article
5 min
A pivotal election result for Germany and Europe
Macro Strategists Eoin O’Callaghan and Nicolas Wylenzek share their initial observations on what the pivotal Federal election results in Germany could mean for investors.
5 min
Article
2026-02-28
Article
10 min
Time to get active? 5 equity investment ideas for 2025
As we head into 2025, growth seems poised to accelerate, especially in the US. Equity Strategist Andrew Heiskell and Macro Strategist Nicolas Wylenzek see five themes that may create opportunity across global equity markets.
10 min
Article
2025-12-31
Article
6 min
What do declining European earnings mean for ECB policy?
European companies have been unexpectedly resilient over the last couple of years. However, the outlook for European earnings could be more challenging than headline numbers suggest. What could this mean for investors?
6 min
Article
2025-11-30
Article
6 min
The investment implications of Europe’s ageing workforce
What are the investment implications of Europe’s ageing workforce? Macro Strategist Nicolas Wylenzek explores the drivers of this accelerating demographic shift, Europe’s likely response and the opportunities it creates for investors.
6 min
Article
2025-10-31
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