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Chart in Focus:

how sustainable is Europe’s rally?

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Europe

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Active management Europe High yield Wealth Program Fixed income EMEA Euro High Yield Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Europe: a good hunting ground for high yield?

With attractive yields and a low duration profile, high yield can present potentially compelling opportunities for investors, despite the continued volatility.

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By

Konstantin Leidman, CFA

Jennifer Martin, CFA

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7 min
Article
2026-05-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
European Union flags waiving at Berlaymont building of the European Commission in Brussels, Belgium
Europe Macro and market Wellington on Washington and the World Wealth Program Fiscal policy Geopolitics Macro Market disruptions Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Fiscal versus tariffs: what wins out for Europe?

Just as investors were starting to explore the potential for growth in Europe, Trump’s tariffs landed. To what extent is the case for Europe still intact?

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By

Eoin O'Callaghan

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3 min
Article
2026-04-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1146605758
Fiscal policy Market disruptions Yielding insights Content CoE Program Global Program Equity USA Europe Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Sacrificing stocks on the altar of trade

Brij Khurana discusses the Trump administration's new stance on trade and its impact on the US economy, global markets and asset prices.

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By

Brij Khurana

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5 min
Article
2026-04-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
European Union flags waiving at Berlaymont building of the European Commission in Brussels, Belgium
Chart in Focus Equity Asset allocation Content CoE Program Global Program iStrat Europe Wellington on Washington and the World Tactical allocation Infographic
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Chart in Focus: how sustainable is Europe’s rally?

Is the recent rally in European equities sustainable? In this edition of our Chart in Focus series, we explore the potential path ahead.

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Multiple authors

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4 min
Infographic
2026-03-31
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Equity Europe Macro and market Quick Take
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European equities: a complex story

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

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By

Nicolas Wylenzek

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Quick Take
2024-02-29
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Wellington Management Hong Kong Limited 威靈頓管理香港有限公司 is a private company incorporated with limited liability in Hong Kong, with its address at 17/F Two International Finance Centre, 8 Finance Street, Central, Hong Kong.  It is licensed and regulated by the Securities and Futures Commission of Hong Kong with CE Number AJB478. 

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