- Head of UK and Irish Distribution
France, Intermediary
ChangeWatch the conversation with Macro Strategists Nick Wylenzek and Eoin O’Callaghan, as they explore Europe’s trajectory in the face of escalating geopolitical tension and accelerating adoption of AI.
The key questions they address from both an equity and fixed income perspective include:
- How is the Middle East conflict affecting the near-term outlook for Europe?
- Which macro developments should investors be monitoring?
- What are the longer-term investment implications of the conflict?
- What would it take for Europe to perform better in the AI race?
- Which risks could affect their central scenarios?
The views expressed are those of the authors at the time of writing. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only.
Experts
- Macro Strategist
- Macro Strategist
Markets in 2025: asleep at the wheel or in the driving seat?
Watch the conversation with Head of Macro Strategy John Butler as he discusses recent macro events and potential 2025 market outcomes for investors.
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