CAPITAL IDEAS^SM

Europe

Fixed Income

European market outlook: Clouds on the horizon

Elaine Lin
Market Volatility

European bank sell-off hard to reconcile with fundamentals

Anita Patel
Europe

2023 Outlook: European energy demand picture could spell milder recession

Robert Lind
Markets & Economy

Quick take: Seven questions around recession in Europe

Robert Lind
Equity

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

A growth and income approach to investing in Europe
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

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

Invasion of Ukraine could mark turning point for cybersecurity

Julien Gaertner
Market Volatility

U.S. defense scenario analysis

Shane Fogarty
Market Volatility

Russia-Ukraine conflict threatens global economy

Robert Lind
European Equity

Investing in growing opportunities in Europe
Europe

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

Robert Lind
Fixed Income

5 reasons to invest in the Euro Aggregate strategy

Peter Becker
Europe

Europe: 6 reasons for higher inflation and faster growth

Robert Lind
Europe

Europe: reasons for optimism...and caution

Martyn Hole
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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INVESTMENT THEMES

Europe

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INVESTMENT THEMES

Europe

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