A broadening of equity market performance beyond U.S. mega-caps was one of our key themes for 2025 - right now, Europe is where it is playing out most notably. For at least since the Covid-19 ...

Rather than complain about U.S. defense companies losing out in Europe’s defense renaissance, the Trump administration should welcome the broader strategic benefits. It should follow Europe in ...

Could this be the start of a European renaissance? If so, it is coming at an unusual time. The political situation in Europe has seldom looked more fragile. The situation in Europe is unattractive ...