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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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…
Falling Rates and Rising Earnings May Be a Potent Mix for Markets (Invesco)
Economic and earnings data continued to point to a relatively Goldilocks backdrop for stocks and other risk assets.
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