It details the performance of IPOs in Europe, highlighting major stock exchanges, sectors, and notable IPOs by proceeds.

The slide outlines the benefits of KnowledgePanel's expansion across Europe, highlighting increased brand recognition, revenue gains, and expanded market presence.

Provides an overview of NPL transactions and activity across Europe by year and by country.

This slide provides a comparative snapshot of economic activity in Europe. Spain and Ireland show solid growth, while France and the UK have seen notable slowdowns. Businesses should adjust regional strategies based on diverging economic performance.

Summarizes SPAC IPO activities in Europe for 2021, detailing trends, major SPAC IPOs by region and sector, and outlook for SPAC activities in Europe.

Provides a country-wise breakdown of activist campaign activity across Europe in Q1 2025, highlighting the UK’s dominant share and YoY changes. It also notes trends in activist involvement and sector focus across countries.

Forecasts a 7% growth in Europe’s aerospace sector for 2025. Highlights Airbus production targets, supply chain resilience investments, and the introduction of sustainability regulations (SAF blend targets).

Analyzes European activity in various asset types since 2014, highlighting trends in completed and ongoing deals by country.

Analyzes cost-saving potential of GenAI across European asset management, estimating 7–12% savings from process efficiencies across marketing, investment, compliance, and operations.

The chart compares economic recovery confidence across five European countries in 2022, showing that pessimism remains high. Germany has slightly improved optimism (+3%) while the UK has the highest pessimistic shift. Each country’s sentiment is broken into three categories for comparison.

Advocates for increased European equity exposure despite a generally cautious consensus. Notes that EPS expectations are rising and revisions are turning positive, aided by global PMIs, pro-growth policies, and low valuation baselines.

The slide presents an analysis of the MSCI Europe ex-UK forward P/E ratio and its comparison with US sectors, useful for investment analysis and strategy formulation.

This slide analyzes the European market, focusing on sector valuations relative to the U.S., as well as operating margins and buyback yields over time.

This slide compares economic activity in Europe by country, showing muted growth overall with notable strength in Spain and Ireland. Both output and new orders show divergence across the region, offering a granular look at regional demand and recovery.

This slide analyzes the performance of different European countries, comparing their output/activity and new orders, with a focus on changes observed in November.

Provides an overview of the 2024 Retail Banking Radar, tracking 89 retail banks across 21 European markets, detailing coverage, branches, dimensions analyzed, and annual records.

Analyzes sector earnings and valuations in Europe, focusing on MSCI Europe growth estimates and P/E ratios, useful for financial performance analysis.

This slide critiques the European Chips Act, indicating its budget is too low to secure 20% global market share by 2030. It compares funding plans across regions, highlighting that Europe’s $43B is dwarfed by the US, Korea, and China. Immediate investment in mature nodes is urged.

Outlines the Cromwell Property Group's strengths, including investment alignment, local expertise, and European market presence.

The slide reviews the subdued IPO market in Europe, discussing the cautious investor sentiment and regulatory efforts to stimulate activity. Data on IPOs, proceeds, and key stock exchanges and sectors are provided.

Discusses J.P.Morgan's opportunities in serving European SMBs and Marketplaces, showing their capabilities and potential growth areas.

This slide ranks global views on the European Union’s projected influence in world affairs. It shows overall positive sentiment and highlights changes in perception from 2023, with the EU placed alongside national actors.

The slide recommends overweighting European banks, citing cautious yet positive earnings forecasts and attractive valuations. It shows earnings estimates for 2024–2026 and compares long-term valuation trends against business sentiment (PMI). The analysis suggests the downside is priced in and valuations are attractive if ECB cuts stabilize around 2%.

This slide evaluates the sovereign debt exposure of European banks, particularly noting the implications of confidence events on the real economy, investment, and profit pressures. It discusses potential impacts on credit availability and funding costs for corporates.

Despite limitations in growth investments and IPOs versus the U.S., Europe shows strong fundamentals in science publications, developer availability, and manufacturing, indicating potential in Deep Tech commercialization.

The slide presents an investment thesis favoring European construction, citing easing monetary policy and geopolitical developments (e.g., Ukraine ceasefire) as catalysts for recovery. The chart illustrates leading indicators of a potential rebound in EU residential construction spending.

Provides detailed insights into the European market for Earth Observation, discussing sales trends and market share.

Focuses on the growth of the European Earth Observation downstream market, showing revenue forecasts and comparing different segments’ sales. It’s valuable for understanding regional market dynamics and growth potentials.

The slide outlines the expected growth of the European vitamins and dietary supplements market, driven by health and wellness trends, preventive health measures, and demographic factors. It includes a comparative analysis of market segments and provides an overview of growth rates and key influencing factors.

Visualization of the European payments ecosystem showing company clusters by similarity and origin. Highlights industry structure using NLP and AI text processing.