European smaller companies

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Inflation is falling, interest rates are peaking, and corporate earnings are growing – making small cap valuations attractive.

All eyes on quality defensives

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Equity markets have rallied, inflation is falling, interest rates are peaking, and 2024 rate cuts are already priced into markets.

The substitution effect: AI and the labour market

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As investors, we need to know how firms will manage the seismic shift that jobs markets will experience due to generative AI over the next few years and decades.

Europäische Small-Caps – ein Ausblick

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Die Bewertungen sind zunehmend attraktiv, was für eine erneute Outperformance von Small-Caps spricht.

European smaller companies outlook

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Valuations are increasingly attractive, supporting the case for renewed outperformance of small cap stocks.

European smaller companies outlook

River running through Amsterdam

Valuations are increasingly attractive, supporting the case for renewed outperformance of small cap stocks.

‚Higher for longer’ rates will curb inflation, so quality is the way to go

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Interest rates are at or close to a peak, but will remain higher for longer. Recession in the US remains likely, much more so than in Europe. We think European equities may once again outperform the US.

25 Jahre und kein Ende in Sicht: Threadneedle (Lux) European Smaller Companies

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Bevorzugt werden hochwertige und unterbewertete Wachstumsunternehmen aus dem europäischen Small- und Mid Cap Segment.

Identifying key sustainable themes for 2023 and beyond

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The desire for energy security coupled with decarbonisation means there is now a sense of urgency around a green transition.

Auswirkungen der Ukraine-Krise auf die europäischen Märkte

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Die Invasion der Ukraine kam zwar nicht überraschend, aber die weitere Entwicklung ist völlig unklar.