223: Tariffs, Tech and Transition: Europe and Asia's Evolving Equity Landscape

Following our last episode on U.S. equities with Carrie King, we’re expanding the conversation globally to understand how these dynamics are playing out beyond American shores. European and Asian equity markets are navigating a complex mix of geopolitical shifts, technological disruption, and evolving investor sentiment.

Helen Jewell, Chief Investment Officer for Fundamental Equities in EMEA, and Belinda Boa, Head of Active Investments for Asia Pacific at BlackRock, will unpack how equity markets across Europe and Asia are responding to these changing dynamics, whether companies are absorbing the cost of tariffs or passing them on to consumers, and what resilience looks like for investors in markets shaped by volatility and transformation.

Key moments in this episode:

00:00 Introduction to Global Equity Markets Landscape

02:00 Asian Market Dynamics and Tariff Strategies

04:05 European Companies' Resilience and Stock Specifics

06:53 Drivers of European Market Performance

08:30 AI and Other Investment Opportunities in APAC

11:08 Themes and Opportunities in European Equities

13:08 Insights on UK Market and Investor Strategies

19:42 Conclusion and Final Thoughts

Check out the full series covering tariffs and market volatility on The Bid: https://open.spotify.com/playlist/3iiZbbNz3eI08zXGZ4n3LI?si=TNiOrYRoSxyXVsbwsBs68Q

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