European Macro & Market Outlook Navigate European markets, uncover opportunities, and generate alpha. Image Sweden And Norway: A Reversal Of Fortunes The war in Iran and the energy shock are driving a reversal of Nordic fortunes: Sweden’s recovery is faltering just as Norway receives a welcome energy windfall. Favor Norwegian over Swedish equities… by Jeremie Peloso, Artem Sakhbiev, Menglin Ji Aug 18, 2026 Image Will Europe Avoid A Recession? Two Perspectives Europe faces a difficult macro backdrop, but whether it slips into recession remains finely balanced. We present two perspectives before translating them into investment implications. by Jeremie Peloso, Mathieu Savary Jul 24, 2026 Image France Is Sitting On A Powder Keg We wish all our French clients Bonne Fête Nationale! The rest of the world knows the holiday by its other name, Bastille Day. It is fitting, therefore, that we publish today GeoMacro Beta report on th… by Jeremie Peloso Jul 14, 2026 Image Westminster Is On The Ropes, UK Risk Assets Aren't The UK economy is becoming increasingly fragile, but the investment outlook is improving. Slower growth and a more dovish BoE will support gilts, while UK equities will likely benefit from a favorable… by Ayaan Sohhel, Jeremie Peloso Jul 6, 2026 Image Tight Credit Spreads, K-Shaped Corporates? Corporate health remains supportive of tight credit spreads in both the US and Europe, but a growing divide is emerging beneath the surface. Investment-grade issuers continue to strengthen, while lowe… by Robert Timper, Jeremie Peloso Jun 23, 2026 Image After The Insurance Hike, The Dovish Pivot Today’s ECB rate hike is not the beginning of a hiking cycle. Growth concerns will soon move to the forefront of ECB policy decisions, preventing further tightening. by Robert Timper, Jeremie Peloso Jun 11, 2026 Our Strategists Jeremie Peloso Chief Strategist | Europe Jeremie helps global investors navigate the unique challenges and opportunities presented by European markets. His work combines high-quality macroeconomic research with thematic investment insights...
Jeremie Peloso Chief Strategist | Europe Jeremie helps global investors navigate the unique challenges and opportunities presented by European markets. His work combines high-quality macroeconomic research with thematic investment insights...
