United States, Institutional
Change
Insights By Nicolas Wylenzek
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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
20:13 min
How does Portfolio Manager Anna Lunden think about searching for alpha in large-cap equities? She explains, "it's about drawing on every tool in the toolbox," including macro insights from strategists like Nick Wylenzek. Tune into their conversation about the teamwork involved in navigating this asset class on the latest WellSaid podcast with host Thomas Mucha.
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20:13 min
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
6 min
Beyond US exceptionalism: where now for equities?
It might feel like the narrative of US exceptionalism has only been questioned in recent months — particularly in the wake of Liberation Day — but we see Trump’s tariff announcements as the clearest signal yet of a shift that has already been underway for nearly a decade.
6 min
Article
2026-06-30
Podcast
21:34 min
Strategists Thomas Mucha and Nick Wylenzek discuss the regime shift in European markets, focusing on deglobalization, tighter monetary policy, and increased government intervention. They explore the impacts on sectors like defense, energy, and the evolving relationship with China.
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21:34 min
Podcast
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
6 min
Europe amid regime change: where next for European equities?
Is pessimism on Europe overdone? Macro Strategist Nicolas Wylenzek discusses why he believes Europe is in the middle of a regime change with significant opportunities for active equity investors.
6 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
Article
4 min
European elections: all change for equity investors?
Macro Strategist Nicolas Wylenzek discusses how the elections for the European Parliament could herald significant change, with major implications for European equity investors.
4 min
Article
2025-05-07
Article
4 min
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.
4 min
Article
2025-07-31
Article
9 min
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.
9 min
Article
2025-06-30
Article
Key factors to monitor in European equities
Macro Strategist Nicolas Wylenzek assesses the longer-term prospects of European equity markets through the prism of five key factors.
Article
2025-03-31
Podcast
25:24 min
Macro strategists Juhi Dhawan and Nick Wylenzek join host Thomas Mucha to explore how automation, shifting demographics, the onshoring of manufacturing, and other macro and geopolitical dynamics are impacting labor markets across the globe.
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25:24 min
Podcast
Quick Take
European equities: a complex story
Macro Strategist Nicolas Wylenzek examines the complex prospects of European equities from both a near-term and structural perspective.
Quick Take
2024-02-29
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