Roelof Salomons

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.