United Kingdom, Intermediary
Change
The case for active European equities
In a world of growing divergence, new opportunities are emerging. Could now be the time to give European equities another look?
1
Potential policy shift
2
Focus on defence
3
Supportive fiscal measures
4
All eyes on the US elections
5
What does this mean for investors?
European Equity Strategist Nick Wylenzek identifies key investment implications:
Read MORE1
Potential policy shift
2
Focus on defence
3
Supportive fiscal measures
4
All eyes on the US elections
5
What does this mean for investors?
European Equity Strategist Nick Wylenzek identifies key investment implications:
Read MOREWhy Wellington?
As one of the world's largest privately held asset managers, we are free to take the long view, innovate and invest when others pull back. Since 1928, we've been exploring new ideas and challenging each other's thinking — because we believe unique perspectives lead to better investment decisions. We believe our distinct, research-driven approach puts our teams in a strong position to capitalise on the structural opportunities we see emerging across Europe.
European expertise
USD 130B+
European clients
USD 15B+
Dedicated European AUM
40+
Years in Europe
Global Expertise
USD 1T+
AUM
95+
Years of active investing
900+
Investment professionals
Figures for the Wellington Management Group of companies at 31 March 2024.
Would you like to find out more? Speak to our team
Contact UsFunds in focus
-
Focused European Equity Fund
-
European Stewards Fund
-
Strategic European Equity Fund
Focused European Equity Fund
Focused European Equity Fund
High-conviction equity fund seeking to invest in underappreciated European companies.
European Stewards Fund
European Stewards Fund
A highly selective European equity fund investing in companies that we believe display exemplary stewardship with sustained track records of strong financial performance.
Strategic European Equity Fund
Strategic European Equity Fund
High-conviction equity fund seeking to invest in "structural winners" of Europe.
Insights
Showing
of
Insights Posts
The power of local perspective: the long and short of European equity investing
Dirk Enderlein and Boris Kergall explain why, in their view, the structural changes impacting European equity markets offer active long/short investors a rich source of potential return and diversification.
7
min
Article
2025-10-31
The investment implications of Europe’s ageing workforce
What are the investment implications of Europe’s ageing workforce? Macro Strategist Nicolas Wylenzek explores the drivers of this accelerating demographic shift, Europe’s likely response and the opportunities it creates for investors.
6
min
Article
2025-10-31
The power of local perspective: where next for European banks?
Global Industry Analyst Thibault Nardin explores how monetary policy divergence, technological disruption and sector consolidation are reshaping European banks, while creating potentially compelling opportunities for active investors.
7
min
Article
2025-08-31
European elections: all change for equity investors?
Macro Strategist Nicolas Wylenzek discusses how the elections for the European Parliament could herald significant change, with major implications for European equity investors.
4
min
Article
2025-05-07
Key factors to monitor in European equities
Macro Strategist Nicolas Wylenzek assesses the longer-term prospects of European equity markets through the prism of five key factors.
Article
2025-03-31
European equities: cyclically challenged but structurally supported
Macro Strategist Nicolas Wylenzek discusses why, despite cyclical challenges, European equities may be in the best structural position that they have been in for years.
Article
2024-06-30
European stocks: Regime change and the valuation gap
Portfolio Manager Dirk Enderlein explains why we may see more dispersion in European stocks in coming years and why there may be greater clarity about which stocks will be the new market leaders.
Quick Take
2024-04-30
European equities: a complex story
Macro Strategist Nicolas Wylenzek examines the complex prospects of European equities from both a near-term and structural perspective.
Quick Take
2024-02-29
War and markets: What's the connection?
Amid the geopolitical turmoil and tragic humanitarian fallout of the Russia/Ukraine crisis, many investors are naturally also concerned about the negative effects the escalating conflict could have on their portfolios. With that in mind, I thought I’d provide a quick snapshot of the impacts that past wars have tended to have on asset prices.
Continue reading
Article
2023-03-31
URL References
Related Insights
Would you like to find out more? Speak to our team