Expect a Correction in European Stocks And favor defensives over cyclicals, says Mathieu Savary of BCA Research. Related Articles Premium CTAs Surge Ahead of Equity Markets as Metals‑Driven Trends Fuel January Gains Stephen Taub Geopolitics Trump AI as Top Investor Concern While Tech Remains Long-Term Focus James Comtois Optimizing the Efficient Frontier: Opportunistic Credit Amid a Capital Structure Reset Sponsored by Davidson Kempner