Europe has little to do with AI, making its stocks easy to ignore. Think so? This misconception is wrong in three ways, creating opportunities for investors. The “New Europe” has much to offer.
From gridlock and government spending to AI and bond yields, we explore what the 2026 U.S. midterms could mean for markets.
A numerator vs. denominator race at beta, alpha has no style
Our CROCI analysis highlights the importance of valuation assumptions
Mother of all profit cycles vs. secular climb in yields
Berlin’s 34‑point reform program could be a major success because it addresses a multitude of challenges. Patience might pay off for investors.
Foreign investors rethink US assets, but the S&P 500 is global and digital
New world order for trade: What Next?
Tariff Disturbances: More uncertainty on trade and to what end?
Altitude Sickness: Breathe, go slowly, stick to the big markers
New Year’s resolutions vs. classic fundamentals: Momentum vs. Valuations
