Convictions

Time for Europe

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A more fragmented world and escalating geopolitical tensions, alongside a reassessment of the transatlantic relationship, require Europe to strengthen its security and competitiveness by channelling savings into investments and deploying new resources.

While economic growth in Europe remains subdued, there are signs of a structural shift, supported by increased fiscal spending, accommodative monetary policy, rising incomes, and robust household savings.

  • What policies can Europe adopt and what resources can be mobilized?
  • What are the implications of increased investment in defence for both governments and the private sector?
  • What economic repercussions will these new measures entail, what implications do they hold for investors, and what potential opportunities might arise for them?

Tune in as our panel of experts will explore the economic outlook for Europe and discuss the potential implications for markets and investors. 

Monica Defend portrait Amaudy D'Orsay portrait Barry Glavin portrait Swaha Pattanaik portrait

Speaker: 
Monica Defend 
Head of Amundi Investment Institute
& Chief Strategist 

Speaker: 
Amaury D'Orsay 
Head of Fixed Income
Speaker: 
Barry Glavin 
Head of Equity 
Moderator: 
Swaha Pattanaik 
Head of Publishing and Digital Strategy,
Amundi Investment Institute 
 

Marketing Communication - For Professional Clients Only

Unless otherwise stated, all information contained in this document is from Amundi Asset Management S.A.S. and is as of 27 March 2025. Diversification does not guarantee a profit or protect against a loss. The views expressed regarding market and economic trends are those of the author and not necessarily Amundi Asset Management S.A.S. and are subject to change at any time based on market and other conditions, and there can be no assurance that countries, markets or sectors will perform as expected. These views should not be relied upon as investment advice, a security recommendation, or as an indication of trading for any Amundi product. This material does not constitute an offer or solicitation to buy or sell any security, fund units or services. Investment involves risks, including market, political, liquidity and currency risks. Past performance is not a guarantee or indicative of future results. 

Date of first use: 27 March 2025
Doc ID: 4346906