Episode Details

The U.S. has dominated headlines in 2025, with investors focused on AI breakthroughs, policy shifts from the Trump administration, and the outlook for Fed rates. Yet, so far this year, European equities have outperformed their U.S. counterparts in U.S. dollar terms - and the outlook for 2026 looks even brighter. What’s fueling this shift, and why should investors take a closer look at Europe now? In this episode of “Across the Pond,” Themis Themistocleous, Head of the Chief Investment Office for EMEA, and hosts Christopher Swann and Belinda Peeters explore the drivers behind Europe’s improving prospects and highlight the most attractive opportunities for the year ahead.