Drum Hill Capital's take on the past year in markets, and what may be different in 2026 and beyond.

In a recent webinar, Zach Olson, Drum Hill Capital's Director of Investment Research, provided an update on the firm's Focused European Equity Strategy. In addition, he shared some thematic takeaways from a recent diligence trip to Europe, and what they may mean for investing in markets in the region going forward.

After a tumultuous start to the year, Drum Hill offers its views on the long-term implications for the global economy and markets, and why we may be in the midst of several important paradigm shifts.