The Outlook for European Stocks in 2026

<p>Our Head of Research Product in Europe Paul Walsh and Chief European Equity Strategist Marina Zavolock break down the key drivers, risks, and sector shifts shaping European equities in 2026.<strong>&nbsp;</strong></p><p>Read more&nbsp;<a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-17607" rel="noopener noreferrer" target="_blank">insights</a>&nbsp;from Morgan Stanley.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p><strong>Paul Walsh:</strong> Welcome to Thoughts on the Market. I'm Paul Walsh, Morgan Stanley's Head of Research Product in Europe.</p><p><strong>Marina Zavolock:</strong> And I'm Marina Zavolock, Chief European Equity Strategist.</p><p><strong>Paul Walsh:</strong> And today – our views on what 2026 holds for the European stock market.</p><p>It's Tuesday, December 9th at 10am in London.</p><p>As we look ahead to 2026, there's a lot going on in Europe stock markets. From shifting economic wins to new policies coming out of Brussels and Was...