In this episode, Eloise Goulder, head of the Data Assets and Alpha Group, and Lauren Anderson, head of Government Relations for EMEA, discuss the global geopolitical backdrop following a record elections year. They then dive into Europe, given the sharp outperformance of European equities year to date, addressing the extent to which geopolitical, fiscal, defense and growth developments could mark a structural shift for the region. In addition, they address challenges including tariffs, as well as the medium-term outlook for countries in the Gulf Cooperation Council (GCC).

This episode was recorded on March 6, 2025.

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Trading Insights: A structural shift in European geopolitics

Making Sense

Trading Insights: A structural shift in European geopolitics