CAPITAL IDEAS^TM

Europe

Politics

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

Global Equities

Can this stock market rally continue?

Bonds

Will the US dollar continue to weaken?

Fixed Income

European market outlook: Clouds on the horizon

Elaine Lin

Market Volatility

European bank sell-off hard to reconcile with fundamentals

Anita Patel

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

Politics

Capital Ideas - Macro Outlook for 2022 with Robert Lind

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

European Equity

Investing in growing opportunities in Europe

Europe

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

Robert Lind

Equity

Capital Ideas Talks with Martyn Hole

Martyn Hole

Europe

Europe’s global leaders offer some attractive opportunities

Martyn Hole

Markets & Economy

Capital Ideas Talks: Talking macro with Robert Lind

Robert Lind

Europe

Introducing the European Opportunities strategy

Michael Cohen

Brexit

Brexit deal builds new barriers to UK-EU trade

Robert Lind

Eurozone

Mid-year Outlook: Europe faces a challenging backdrop

Robert Lind

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