On European markets and the upcoming U.S. election

The U.S. election will impact European markets in dramatic ways

European markets have gone through a transformative year, and the U.S. elections are bound to result in another wave of change in the region. Here are some of the latest insights into European markets from global asset managers and top institutions.

U.S. Elections through the Eyes of a European Investor (Wellington Management)

For investors, the most relevant implications are those related to trade and foreign policy, as well as shifts in fiscal and monetary policy.

European ABS: A Compelling Tool for DC Default Strategies (M&G Investments)

For compliance reasons, this paper is only accessible in certain geographies

Despite the UK’s DB pension schemes taking advantage of the opportunity in European ABS over the last decade, the asset class is underrepresented in DC pension portfolios today.

European Small Caps to Outdo Large Caps (BNP Paribas AM)

Recent interest rate cuts have added to a constellation that should allow European small-cap stocks to continue to outshine large caps. Here is why.

2024 Election What Investors Need to Know (Global Market Strategy)

Elections are notoriously difficult to predict, and their real policy outcomes are even more so. Yet, allocators must take a view on the potential outcomes.

Trends in the European Investment Fund Industry Q2 2024 (EFAMA)

Over the first six months of 2024, the net assets of European funds increased by 6.7%, with UCITS rising 8.1% and AIFs increasing 4.3%.

Individual Blessing, but Headwinds for European Growth (VoxEU)

One of the most striking characteristics of advanced economies has been the secular rise in life expectancy.

Empowering Farmers in Central Europe: The Case for Agri-PV (Ember)

Agri-PV combines agriculture with solar electricity generation, enhancing crop quality and yield, optimizing land use, and providing bill savings for farmers.

UK & Europe Biopharma Mid-Year Market Update (Canaccord Genuity)

In H1 2024, investors are seeing better signs for M&A and licensing activity with deal activity collectively valued at more than $5 bn per quarter in Europe.

European Football Clubs Should Look to Stadium Naming Rights (Kroll)

Despite their size and potential value, England and Italy have the least actual take up of stadium naming rights agreements.