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Focused European Equity

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European flag waving at the arch of Jubel Park in Brussels,Belgium
Article
8 min
Europe Equity Macro and market European Stewards Focused European Equity Article Wealth
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

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Nicolas Wylenzek
Nicolas Wylenzek, CFA
event
8 min
Article
2026-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1270413720
Article
4 min
Active management Equity Portfolio construction EMEA Focused European Equity Article Wealth
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The power of local perspective: the rewards of a contrarian approach to European equities

Portfolio Manager Tom Horsey and Investment Director Thomas Kramer explain why they see compelling opportunities in today's European equity market for contrarian, bottom-up investors.

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Thomas Horsey
Thomas Horsey
Thomas Kramer
Thomas Kramer, CAIA
event
4 min
Article
2026-03-31
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