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Geneva, Switzerland skyline view over the river at sunset
Active management Europe Equity Wealth Program Wealth Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

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Dirk Enderlein, CFA

Boris Kergall, CFA

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7 min
Article
2025-10-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Business People Analyzing Wooden Samples
Europe Equity Macro and market Wealth Program Fundamental equity Macro Wealth Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

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Nicolas Wylenzek

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6 min
Article
2025-10-31
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