Navigating the European market's regime change
Update: 2025-04-10
Description
Strategists Thomas Mucha and Nick Wylenzek discuss the regime shift in European markets, focusing on deglobalization, tighter monetary policy, and increased government intervention. They explore the impacts on sectors like defense, energy, and the evolving relationship with China.
Key topics:
1:45 - Unpacking the European economic regime shift
7:00 - Alpha potential of European markets
9:15 - National security concerns among EU governments
12:50 - A potential NATO split?
15:20 - Sector outlooks for European equities
16:45 - Europe and China relations
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
x
