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Anthony Bailly

Head of European Equity

Headshot of Anthony Bailly

Anthony Bailly started his career in financial auditing in the medium and large companies division in the telecommunications and media sectors at Arthur Andersen and then Ernst & Young (2001 to 2007). He joined Rothschild & Co Asset Management in February 2007 as financial analyst on the automotive, media, technology and communication sectors. In September 2016, he became co-portfolio manager of the large cap equity funds for the Euro/European zone. In 2020, he became Equity Portfolio Manager and member of the Investment Committee at Rothschild & Co Asset Management. In 2024, he became Head of Rothschild & Co Asset Management’s European equities management team.

Anthony graduated from Kedge Business School with a specialisation in finance and a two-year degree in economics of the Bordeaux IV university.

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Asset Management: European Equities Quarterly Strategy - October 2026

The third quarter of 2026 ultimately confirmed two trends that may appear contradictory. On the one hand, the European economy continued to prove more resilient than expected, with a gradual improvement in activity indicators, the initial materialisation of German fiscal support measures, and strengthening earnings momentum.

 Asset Management: European Equities Quarterly Strategy - July 2026

The second quarter of 2026 marked an important turning point for European equities. Following the correction at the end of March, driven by concerns over a prolonged energy shock, markets gradually regained visibility as geopolitical tensions in the Middle East eased and energy prices declined.