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 For Members Only 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 The Infrastructure Behind the AI Era: Why Data Centers Are Becoming a Critical Investment Opportunity Sponsored by Principal Asset Management