European Conference

At our annual European Conference, policymakers, leading economists and industry experts came together to explore the key themes shaping today鈥檚 investment landscape.

In case you missed it, we鈥檝e compiled key insights some of our expert thought leaders. Watch the short videos to hear their perspectives on the US economic outlook, public and private credit markets, the future of AI and more.

How do investors view UK assets?

Political, economic, and geopolitical uncertainty all affect the risk profile of assets. Hear our thought leaders explore what might change investors' views on UK assets.

'Higher for longer' or a quick exit?聽

As inflation recedes, our economists look at the implications for central banks, and whether equities can outperform in a world of declining profits and rising risk premia.

Investing through the credit cycle

With some experts predicting higher unemployment and increases in default, what鈥檚 the outlook on the public and private credit markets over the next 12 months?

What's next for the US economy?

We look at the US economic outlook for the next year, and explore how credit tightening and higher interest rates will impact consumer spending and demand for labor.

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