European perspectives on global trade, economic recession, and technological shifts

Recent trade policy shifts have sent shockwaves around the world. Join us for a webinar as our investment professionals explore the far-reaching implications of enhanced tariffs on Europe, China, Asia, and beyond.
 

Key topics for discussion:

• The impact of tariffs on China and Asia. The imposition of tariffs on China has significant implications for the country's economy and tech production. We examine the potential responses from China and the broader regional impact.
• Assessing the risk of European recession. Is European recession in 2025 inevitable? Are US tariffs deflationary for Europe? We explore the implications for oil prices, defense spending, interest rates, and bond markets.
• The implications for oil prices in the Middle East. We assess the impact of rising oil prices on regional activity and broader economic outcomes.
• Opportunities in emerging Europe. We also explore the potential benefits of China's displacement in global supply chains for emerging European markets, such as Turkey.