Rheinmetall AG

BAE Systems plc

Saab AB (publ)

Leonardo S.p.a.

Thales S.A.

RTX Corporation

AeroVironment, Inc.

Northrop Grumman Corporation

Lockheed Martin Corporation

They have risen for the fifth consecutive day

"Geopolitics isn't going anywhere": defense stocks in Europe hit a high

Capita plc

TUI AG

Heineken N.V.

Key ideas from Morgan Stanley, UBS, Barclays, and others for the new year


European stocks in 2026: what the largest investment banks are betting on

In 2025, emerging market stocks confidently<a href="https://www.marketwatch.com/story/how-emerging-markets-stocks-can-keep-trouncing-the-s-p-500-3717fc49"> outperformed</a> US stocks, which was one of the main surprises of the outgoing year. By December 29, the gap in growth dynamics between the MSCI Emerging Markets (judging by <a href="https://finance.yahoo.com/quote/EEM/">the</a> largest <a href="https://finance.yahoo.com/quote/EEM/">ETF</a> following it) and the S&amp;P 500 exceeded 12 percentage points. This is like a "stretched rubber band," says Arjun Jayaraman of Causeway Capital Management: US stocks have significantly outperformed emerging markets for a long time. And now a correction has occurred.

Investor geography: which countries to look to for promising ideas in 2026 

Ferrari N.V.

Renault SA

Volkswagen AG

Bank of America has bet that some European automakers will be in a favorable position for price gains in 2026 thanks to a likely easing of regulatory rules, CNBC <a href="https://www.cnbc.com/2025/12/15/here-are-bank-of-americas-top-european-auto-picks-for-2026.html">reports</a>. The sector's relatively cheap stocks retain catch-up potential amid a possible revision of CO2 emissions regulations, according to Horst Schneider, head of sector research at BofA. The analyst predicts a traditionally strong first quarter for the sector, followed by a correction and a new upturn by the end of the year.

Ferrari and 4 other companies: BofA names the best stocks in Europe's car industry for 2026

Next week, the European Council will revisit discussions on how it should use frozen Russian assets to support Ukraine. The topic jeopardizes confidence in the euro, economists warn. But Sergey Romanchuk, a financier and member of ACI's Foreign Exchange Committee, believes that the market is not taking this threat seriously yet. There are four reasons for this.

Protecting the euro: what happens if the EU uses frozen Russian assets

The European Commission has announced that it has included Russia in the list of high-risk countries in the field of anti-money laundering and countering the financing of terrorism. This is like a "black mark": European banks, brokers and other financial organizations will be obliged to intensify their scrutiny of any transactions involving this country. What will be the consequences of this decision?

The Russian Federation has been added to the EU blacklist on money laundering. This will affect not only Russians

The priority of the wealthiest remains stability and sustainability, not short-term market fluctuations

Billionaires have cooled their appetite for U.S. stocks. Where are they moving their capital?

U.S. stock futures fell, European trading opened in the negative, cryptocurrency prices collapsed: markets switched to risk avoidance mode in anticipation of a series of important macroeconomic publications in the U.S., which will be released this week, <a href="https://www.bloomberg.com/news/articles/2025-11-30/asia-set-for-cautious-open-ahead-of-busy-data-week-markets-wrap">explains </a>Bloomberg.

World markets started December with a decline. Investors are waiting for important economic data

Many Russians living in Europe still have accounts and cards in Russian sub-sanctioned banks. But EU countries are gradually introducing <a href="https://eur-lex.europa.eu/eli/dir/2024/1226/oj/eng">liability</a> for circumventing anti-Russian sanctions, which raises the question of whether having an account in such a bank and using it is considered a criminal offense. Lawyers from the EU and Russia have presented two scenarios for the application of this norm - optimistic and pessimistic.

Life in the EU and an account in the Russian sanctions bank: lawyers' opinions on risks and action plan

Siemens Energy AG

Schneider Electric S.E.

Markets are headed for their worst weekly performance since April

European and Asian stocks fall amid returning fears of an AI bubble

HSBC Holdings plc

ASML Holding N.V.

AstraZeneca PLC

Vonovia SE

Societe Generale Societe anonyme

UniCredit S.p.A.

Veolia Environnement SA

BASF SE

LVMH Moet Hennessy - Louis Vuitton, Societe Europeenne

After the fall rally, the U.S. has all but exhausted its undervaluation, while Europe has not. According to Morningstar, European companies are <a href="https://global.morningstar.com/en-nd/markets/is-now-good-time-buy-european-stocks">trading</a> at 0.96 price/fair value - nearly 4% below fair valuation. The U.S., on the other hand, has moved closer to full value. Oninvest columnist Yedige Kasymzhan compared the valuations of major investment banks and found ten ideas for investment in Europe

Where to invest in Europe: 10 stocks that investment banks are betting on

Exxon Mobil Corporation

The European Union, a global leader in pursuing the green agenda, is having to scale back some of its initiatives under pressure from major gas suppliers and its own politicians. But despite this political reversal, the technological transition to a greener economy is accelerating, and the stock market is showing that there is money to be made in sustainable development.