Consilium Market Outlook
European Equities — Q2 2026 Outlook
STOXX 600, rate normalisation, ECB path, and quality cyclicals.
Market Insights
Curated commentary on European equities, global forex, and multi-asset portfolio strategy. Full reports for clients via the portal.
Forex
EUR/USD: Navigating Dollar Weakness
Technical and macro drivers of euro strength for EUR wealth.
Portfolio
Multi-Asset Allocation in Volatile Markets
Equities, fixed income, and commodities for HNW EUR reporting.
Technology
AI & Semiconductors: ASML & NVIDIA Positioning
Valuation, supply chain, and growth framework.
Commodities
Gold in EUR: Inflation Hedge Update
XAU/EUR, central-bank demand, and tactical allocation.
Fixed Income
European Government Bonds — Yield Landscape
Bunds, duration, and income for conservative EUR portfolios.
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