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Beyond US exceptionalism: what’s next for equity markets?

Nicolas Wylenzek, Macro Strategist
Will Lockhart, Managing Director, EMEA Wealth
February 2025
25 min view
2026-02-28
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The views expressed are those of the authors at the time of writing. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only.

In our first ActiveViews webcast of the year, Will Lockhart, managing director, EMEA wealth, hosted Nick Wylenzek, macro strategist, who assessed the latest developments across equity markets. The discussion covered prevailing US exceptionalism and the potential for upside surprises in Europe and the UK, the catalysts that could shift relative leadership in equity markets and the longer-term structural trends in Europe. 

This event replay qualifies for up to 30 minutes of continuing professional development (CPD).

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