How to Play European Stocks With earnings outlooks deteriorating, Mathieu Savary of BCA Research is going long on healthcare and energy and short on industrials and utilities. Related Articles Geopolitics Trump AI as Top Investor Concern While Tech Remains Long-Term Focus James Comtois Big Allocators Double Down on Private Credit Amid Market Volatility James Comtois How Ultra 10-Year Futures Became a Treasury Benchmark Sponsored by CME Group