Red Thread: Europe Edition - Mid-Year Report 2025 (UBS AM)
“Who do I call if I want to speak to Europe?” - Henry Kissinger. While Europe has clearly made strides since this…
Stocks and Sectors Outlook
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Sector Atlas 2025: Trade War Is a Sector War After All (Allianz)
An overview summarizing key opportunities and challenges as well as each sector’s strengths and weaknesses along…
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Five Reasons Why Europe Is Back on the Investment Map (BNP Paribas AM)
After a decade dominated by the strength of U.S. equities, European stocks have been staging a notable comeback in…
European Small-Caps Have the Wind in Their Sails (BNP Paribas AM)
After a lean period in recent years, European small-cap stocks have entered positive territory. We see a number of…
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