Helen Jewell
EMEA Chief Investment Officer for Fundamental Equities at BlackRock, providing insights on sector opportunities in Europe including defense, banks, and energy infrastructure.
Best podcasts with Helen Jewell
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Nov 21, 2025 • 20min
241: Europe’s Economic Comeback: What It Will Take for a Broad Resurgence
Helen Jewell, EMEA Chief Investment Officer at BlackRock, and Roelof Salomons, Chief Investment Strategist for Northern Europe, delve into Europe’s evolving economic landscape. They discuss the shift towards pro-growth fiscal policies and the emerging opportunities in sectors like defense, banks, and energy efficiency. The impact of AI on energy demand and infrastructure investment takes center stage, along with Europe's favorable valuations compared to the U.S. The discussion emphasizes the importance of capital-market reform for a robust European recovery.
Mar 12, 2024 • 37min
Data Assets & Alpha Group: Data in the stock picking process, with BlackRock’s EMEA CIO of Fundamental Equities
Exploring the evolution of data in stock picking, importance of earnings vs valuation, and future of active equity investing with BlackRock's EMEA CIO. Insights on interpreting data in equity research, Helen's diverse investment background, utilization of various data sources, analyzing return on capital for investing success, and using data as a truth checker to mitigate biases.
