Nicolas Wylenzek

Private equity Venture capital Private portfolio companies Geopolitics Economic cycle Volatility Elections WELLSaid Podcast No Optimizely Podcast

How labor scarcity will reshape financial markets

Macro strategists Juhi Dhawan and Nick Wylenzek join host Thomas Mucha to explore how automation, shifting demographics, the onshoring of manufacturing, and other macro and geopolitical dynamics are impacting labor markets across the globe.

By

Juhi Dhawan, PhD

Nicolas Wylenzek

event August 2023

25:24 min

Podcast

Outlook Equity Europe Fundamental equity Quant equity Macro and market Value vs growth Article

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.

By

Nicolas Wylenzek

event June 2023

Article

2024-06-30

Equity Europe Macro and market Quick Take

European equities: a complex story

Macro Strategist Nicolas Wylenzek examines the complex prospects of European equities from both a near-term and structural perspective.

By

Nicolas Wylenzek

event February 2023

Quick Take

2024-02-29

Deutschland, Berlin, Blick vom Marie-Elisabeth-Lüders Haus über die Spree auf den Reichstag und Paul-Löbe-Haus bei Sonnenuntergang

Germany Elections Wellington on Washington and the World Content CoE Program Global Program Article

A pivotal election result for Germany and Europe

Macro Strategists Eoin O’Callaghan and Nicolas Wylenzek share their initial observations on what the pivotal Federal election results in Germany could mean for investors.

By

Eoin O'Callaghan

Nicolas Wylenzek

event February 2025

5 min

Article

2026-02-28

active-views-event-hero-page-banner-image

ActiveViews Equity Macro and market Wealth Program Europe Event replay

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

Macro Strategist Nick Wylenzek shares his insights on what could be an eventful year for equities and explores why Europe and the UK could defy current gloomy investor sentiment.

By

Nicolas Wylenzek

Will Lockhart

event February 2025

25 min

Event replay

2026-02-28

A detailed view of the earth from space with night lights

Europe Equity Macro and market Content CoE Program Global Program Fundamental equity Article

Europe amid regime change: where next for European equities?

Is pessimism on Europe overdone? Macro Strategist Nicolas Wylenzek discusses why he believes Europe is in the middle of a regime change with significant opportunities for active equity investors.

By

Nicolas Wylenzek

event January 2025

6 min

Article

2026-02-28

Outlook Equity Volatility Growth Cash-driven investing Market commentary Active management Article

Equity Market Outlook

In our Equity Market Outlook, we offer a range of fundamental, factor, and sector insights.

By

Andrew Heiskell

Nicolas Wylenzek

event December 2024

Article

2025-12-31

Growth Small-cap Economic cycle Content CoE Program Global Program Thematic solutions Equity Active management Asset allocation Article

Time to get active? 5 equity investment ideas for 2025

As we head into 2025, growth seems poised to accelerate, especially in the US. Equity Strategist Andrew Heiskell and Macro Strategist Nicolas Wylenzek see five themes that may create opportunity across global equity markets.

By

Andrew Heiskell

Nicolas Wylenzek

event December 2024

10 min

Article

2025-12-31

Equity Inflation Monetary policy Wealth Program EMEA Article

What do declining European earnings mean for ECB policy?

European companies have been unexpectedly resilient over the last couple of years. However, the outlook for European earnings could be more challenging than headline numbers suggest. What could this mean for investors?

By

Nicolas Wylenzek

event November 2024

6 min

Article

2025-11-30

Business People Analyzing Wooden Samples

Europe Equity Macro and market Wealth Program Fundamental equity Macro Wealth Article

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.

By

Nicolas Wylenzek

event September 2024

6 min

Article

2025-10-31

Europe Equity Elections Fundamental equity Article

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.

By

Nicolas Wylenzek

event July 2024

4 min

Article

2025-05-07

Elections France Equity Wealth Program Wellington on Washington and the World Geopolitics Fundamental equity Article

Surprise French election result: what does it mean for investors?

Macro Strategist Nick Wylenzek and Investment Director Thomas Kramer discuss the surprise French election and its implications for European equities.

By

Nicolas Wylenzek

Thomas Kramer

event July 2024

4 min

Article

2025-07-31

Equity Small-cap Outlook EM equity Large-cap Mid-cap Article

Beyond US large cap: Where now for equity investors?

How should investors navigate a narrow market? Looking ahead to the rest of the year, Macro Strategist Nicolas Wylenzek examines the structural backdrop and Equity Strategist Andrew Heiskell shares his view on equity opportunities to watch.

By

Andrew Heiskell

Nicolas Wylenzek

event June 2024

9 min

Article

2025-06-30

Macro and market Europe Equity Macro Active management Fundamental equity Article

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.

By

Nicolas Wylenzek

event March 2024

Article

2025-03-31

Macro and market Geopolitics Germany Macro Article

Why the change of direction in Germany warrants close attention

Macro Strategist Nicolas Wylenzek assesses the shifts underway in Germany and Europe more broadly, including the recent surge in the far right's popularity and the challenges associated with the energy transition.

By

Nicolas Wylenzek

event September 2023

Article

2024-09-12

Private equity Venture capital Private portfolio companies Geopolitics Economic cycle Volatility Elections WELLSaid Podcast No Optimizely Podcast

How labor scarcity will reshape financial markets

Macro strategists Juhi Dhawan and Nick Wylenzek join host Thomas Mucha to explore how automation, shifting demographics, the onshoring of manufacturing, and other macro and geopolitical dynamics are impacting labor markets across the globe.

By

Juhi Dhawan, PhD

Nicolas Wylenzek

event August 2023

25:24 min

Podcast

Outlook Equity Europe Fundamental equity Quant equity Macro and market Value vs growth Article

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.

By

Nicolas Wylenzek

event June 2023

Article

2024-06-30

Equity Europe Macro and market Quick Take

European equities: a complex story

Macro Strategist Nicolas Wylenzek examines the complex prospects of European equities from both a near-term and structural perspective.

By

Nicolas Wylenzek

event February 2023

Quick Take

2024-02-29

Germany Elections Wellington on Washington and the World Content CoE Program Global Program Article

A pivotal election result for Germany and Europe

Macro Strategists Eoin O’Callaghan and Nicolas Wylenzek share their initial observations on what the pivotal Federal election results in Germany could mean for investors.

By

Eoin O'Callaghan

Nicolas Wylenzek

event February 2025

5 min

Article

2026-02-28

ActiveViews Equity Macro and market Wealth Program Europe Event replay

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

Macro Strategist Nick Wylenzek shares his insights on what could be an eventful year for equities and explores why Europe and the UK could defy current gloomy investor sentiment.

By

Nicolas Wylenzek

Will Lockhart

event February 2025

25 min

Event replay

2026-02-28

Europe Equity Macro and market Content CoE Program Global Program Fundamental equity Article

Europe amid regime change: where next for European equities?

Is pessimism on Europe overdone? Macro Strategist Nicolas Wylenzek discusses why he believes Europe is in the middle of a regime change with significant opportunities for active equity investors.

By

Nicolas Wylenzek

event January 2025

6 min

Article

2026-02-28

Outlook Equity Volatility Growth Cash-driven investing Market commentary Active management Article

Equity Market Outlook

In our Equity Market Outlook, we offer a range of fundamental, factor, and sector insights.

By

Andrew Heiskell

Nicolas Wylenzek

event December 2024

Article

2025-12-31

Growth Small-cap Economic cycle Content CoE Program Global Program Thematic solutions Equity Active management Asset allocation Article

Time to get active? 5 equity investment ideas for 2025

As we head into 2025, growth seems poised to accelerate, especially in the US. Equity Strategist Andrew Heiskell and Macro Strategist Nicolas Wylenzek see five themes that may create opportunity across global equity markets.

By

Andrew Heiskell

Nicolas Wylenzek

event December 2024

10 min

Article

2025-12-31

Equity Inflation Monetary policy Wealth Program EMEA Article

What do declining European earnings mean for ECB policy?

European companies have been unexpectedly resilient over the last couple of years. However, the outlook for European earnings could be more challenging than headline numbers suggest. What could this mean for investors?

By

Nicolas Wylenzek

event November 2024

6 min

Article

2025-11-30

Europe Equity Macro and market Wealth Program Fundamental equity Macro Wealth Article

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.

By

Nicolas Wylenzek

event September 2024

6 min

Article

2025-10-31

Europe Equity Elections Fundamental equity Article

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.

By

Nicolas Wylenzek

event July 2024

4 min

Article

2025-05-07

Elections France Equity Wealth Program Wellington on Washington and the World Geopolitics Fundamental equity Article

Surprise French election result: what does it mean for investors?

Macro Strategist Nick Wylenzek and Investment Director Thomas Kramer discuss the surprise French election and its implications for European equities.

By

Nicolas Wylenzek

Thomas Kramer

event July 2024

4 min

Article

2025-07-31

Equity Small-cap Outlook EM equity Large-cap Mid-cap Article

Beyond US large cap: Where now for equity investors?

How should investors navigate a narrow market? Looking ahead to the rest of the year, Macro Strategist Nicolas Wylenzek examines the structural backdrop and Equity Strategist Andrew Heiskell shares his view on equity opportunities to watch.

By

Andrew Heiskell

Nicolas Wylenzek

event June 2024

9 min

Article

2025-06-30

Macro and market Europe Equity Macro Active management Fundamental equity Article

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.

By

Nicolas Wylenzek

event March 2024

Article

2025-03-31

Macro and market Geopolitics Germany Macro Article

Why the change of direction in Germany warrants close attention

Macro Strategist Nicolas Wylenzek assesses the shifts underway in Germany and Europe more broadly, including the recent surge in the far right's popularity and the challenges associated with the energy transition.

By

Nicolas Wylenzek

event September 2023

Article

2024-09-12

Private equity Venture capital Private portfolio companies Geopolitics Economic cycle Volatility Elections WELLSaid Podcast No Optimizely Podcast

How labor scarcity will reshape financial markets

Macro strategists Juhi Dhawan and Nick Wylenzek join host Thomas Mucha to explore how automation, shifting demographics, the onshoring of manufacturing, and other macro and geopolitical dynamics are impacting labor markets across the globe.

By

Juhi Dhawan, PhD

Nicolas Wylenzek

event August 2023

25:24 min

Podcast

Outlook Equity Europe Fundamental equity Quant equity Macro and market Value vs growth Article

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.

By

Nicolas Wylenzek

event June 2023

Article

2024-06-30

Equity Europe Macro and market Quick Take

European equities: a complex story

Macro Strategist Nicolas Wylenzek examines the complex prospects of European equities from both a near-term and structural perspective.

By

Nicolas Wylenzek

event February 2023

Quick Take

2024-02-29

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