Europe at a Crossroads

Technology stocks have staged a formidable rally, elevating innovation from a thematic tilt to a core portfolio driver. Yet this tailwind arrives alongside a recurring challenge — an inflationary environment in which traditional fixed-income hedges have fallen short. Together, th ...  Show more

After over a decade of rapid growth and relative calm, the private credit market has come under pressure as several high-profile defaults, concerns about valuations, and exposure to a software industry vulnerable to AI disruption have fueled a surge in redemption requests. In thi ...  Show more

It's an important year for the European Union, which holds parliamentary elections in June. As geopolitical turbulence continues to test the strength of global alliances, will Europe pursue further integration or start to pull apart? Gideon discusses these questions, and the r ...

As the European Central Bank prepares to meet, the war in Ukraine continues to add to uncertainty, forcing investors in Europe to adjust their expectations for the remainder of the year. Chief Cross Asset Strategist Andrew Sheets and Chief Europe Economist Jens Eisenschmidt di ...

This week we look at the big changes in European politics during the crisis and ask who has managed to turn it around. Is Italy now a model for crisis management? Has there been a reorientation in German politics under Merkel? Can the EU rescue fund really rescue the European pro ...  Show more

Political activity in a pandemic, transatlantic turbulence, the EU's farming future and what the hospitality industry wants from politicians to weather the coronavirus crisis are all up for debate in this episode of EU Confidential. POLITICO's Andrew Gray, Rym Momtaz and Matthew ...  Show more