CAPITAL IDEAS^TM

Europe

Politics

US elections: The European impact -Trump’s mercantilism could spell instability
World Markets Review

Rate cuts fuel market rally: Q3 roundup
Election

Following key elections, where is Europe headed?
Election

Quick take on French and UK parliamentary elections
World Markets Review

Markets rally on rate cut expectations: Q4 roundup
Global Equities

Can this stock market rally continue?
Markets & Economy

Quick take: Seven questions around recession in Europe

Robert Lind
Europe

2023 Outlook: European energy demand picture could spell milder recession

Robert Lind
Equity

Can non-U.S. equities overcome a strong U.S. dollar?
Equity

A growth and income approach to investing in Europe
Outlook

European economy growing despite headwinds
Market Volatility

Germany's 'no' to energy embargo may prove untenable

Robert Lind
Market Volatility

Russia-Ukraine conflict: The geopolitical and economic impact
Market Volatility

3 views on the Russia-Ukraine conflict
Market Volatility

Invasion of Ukraine could mark turning point for cybersecurity

Julien Gaertner
Market Volatility

U.S. defense scenario analysis

Shane Fogarty
Market Volatility

The West is united

John Emerson
Market Volatility

EU policymakers may look to mitigate economic shock

Robert Lind
Market Volatility

Impact of the Russia-Ukraine conflict on European banks

Matteo Merlo
Market Volatility

Biden and Europe walk energy tightrope

Talha Khan
Market Volatility

Energy price stabilization largely depends on sanctions

Przemek Nowak
Market Volatility

U.S. economy faces heightened inflation risk

Darrell Spence
Market Volatility

Russia-Ukraine conflict threatens global economy

Robert Lind
Fixed Income

Capital Ideas - 2022 Fixed Income Outlook with Peter Becker

Peter Becker
Equity

Capital Ideas - Equity Outlook for 2022 with Julie Dickson

Julie Dickson
Politics

Capital Ideas - Macro Outlook for 2022 with Robert Lind

Robert Lind
European Equity

Investing in growing opportunities in Europe
Global Equities

Rob Lovelace on the year ahead

Rob Lovelace
Europe

Outlook for European equities: modest returns and volatility expected in 2022

Robert Lind
Eurozone

Mid-year Outlook: Europe faces a challenging backdrop

Robert Lind

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Europe

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ABOUT US

WHO WE ARE

MORE ABOUT US

Europe

INVESTMENT THEMES