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 Big Allocators Double Down on Private Credit Amid Market Volatility James Comtois Premium Volatile Haidar Is Bullish Now Stephen Taub How Endowments and Foundations Can Align Investment Portfolios with Their Missions Sponsored by Fidelity Investments