Breakfast with Mathieu Savary, European Investment Strategy.

Mathieu will discuss:

• European Growth at a Crossroads: With fiscal policies diverging and global uncertainty rising, what’s next for the Eurozone economy? Get insights on the outlook for growth, inflation, and investment opportunities.
• Monetary Policy Shifts: As the ECB navigates a complex inflation backdrop, will policymakers lean dovish or stay cautious? We’ll explore the implications for yields, currencies, and market positioning.
• Equity Market Prospects: After a strong run, are European stocks still positioned to outperform, or is a pullback on the horizon? Sector views and relative positioning will be key themes.
• Bond Markets in Focus: With German bunds facing downside risks and UK gilts offering opportunities, we’ll assess the drivers shaping the fixed-income landscape.
• Currency Dynamics: The euro’s path remains uncertain amid monetary divergence and shifting capital flows. How should investors position in FX markets?
• Sector Spotlight: From cyclicals to defensives, we’ll break down the winners and losers in a rapidly changing European market environment.