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Variable Income: Reforms Lay the Foundation for Growth

Summary by Merca2.es
Robert Schramm-Fuchs, portfolio manager at Janus Henderson, explains that strategic reforms lay the foundation for European equities. After a relatively solid performance period in 2025, European shares are in a good position to move forward in 2026, benefiting from a global macroeconomic upturn, quieter trade relations and large-scale strategic reforms, especially in Germany. As Europe goes through what is becoming a transformation period, this…
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Robert Schramm-Fuchs, portfolio manager at Janus Henderson, explains that strategic reforms lay the foundation for European equities. After a relatively solid performance period in 2025, European shares are in a good position to move forward in 2026, benefiting from a global macroeconomic upturn, quieter trade relations and large-scale strategic reforms, especially in Germany. As Europe goes through what is becoming a transformation period, this…

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Merca2.es broke the news in on Monday, January 19, 2026.
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