Can Policy Keep Up with the Markets? | Europe at a Crossroads скачать в хорошем качестве

Can Policy Keep Up with the Markets? | Europe at a Crossroads

How are returning tariffs reshaping Europe’s economic landscape for investors, and what new opportunities may arise in this turbulent market? In this video, we analyze Europe’s evolving economic challenges as tariffs make a comeback and European markets face unprecedented pressures. Our discussion focuses on the decoupling of the EU’s real economy from stock market trends, the impact of rising debt and defense spending, and strategic opportunities emerging in Southern Europe, particularly in Spain. Viewers will gain valuable insights into fiscal sustainability, military expenditure implications, and the potential shifts in banking and investment strategies across Europe. Marc El-Lazidi, Fund Manager at Merill Funds and CIO at Jesmond Mizzi Financial Advisors Ltd, brings over 20 years of global asset management experience from financial centres including Geneva, London, and Valletta. His expertise in market analysis and investment strategy offers a deep perspective on the current macroeconomic landscape. If you found this analysis valuable, please like the video and share your thoughts in the comments. Subscribe to our channel for more professional insights into global economic trends and investment strategies. For more expert insights, visit our website and check out our related videos linked in the description. What do you believe is the most critical factor affecting Europe’s readiness to adapt to these tariff challenges? Let us know in the comments. Contact Us: Email: info@merillfunds.com Marc El-Lazidi LinkedIn:   / marc-ellazidi-21a6192   Merill Investors:   / 90642250   Website: https://www.merillfunds.com/en/home.htm Facebook:   / 100064055282588   Chapter Timestamps: 00:00 - Introduction 00:34 - Expert Welcome and Context by Marc El-Lazidi 00:55 - Decoupling the EU’s Real Economy from Market Trends 02:16 - Analyzing Debt, Defense Spending, and Economic Sustainability 04:18 - Focus on Southern Europe’s Growth Opportunities 07:11 - Geopolitical Strategies and Military Spending Analysis 11:08 - Debates on European Cohesion and National Strategies 17:45 - Investment Trends: Banking, Technology, and Infrastructure 25:19 - Tactical vs Strategic Approaches in a Potential Recession 27:25 - Closing Remarks and Final Insights #EuropeanEconomy, #EUTrends, #GlobalMarkets, #DefenseSpending, #FinancialAnalysis, #MarketResearch, #Merill #MerillFunds Disclaimer: This video is issued by Merill SICAV plc and is based on market research. The content of this video has been prepared for information purposes only. Any information provided throughout the post does not constitute any financial, investment or professional advice, or recommendations to buy, sell or hold any investment. Investors should consult their Investment or Financial Advisors before making any investment decisions. The value of a financial investment and any related income are not guaranteed and may go down as well as up. Merill SICAV plc is incorporated and licenced as an open-ended collective investment scheme, registered in Malta, qualifying as a Maltese UCITS in terms of the UCITS Directive with effect from the 16th of October 2015. The Fund is self-managed but has delegated the day to day investment management of the sub-funds to Jesmond Mizzi Financial Advisors Limited, who will also promote and distribute the Fund. Jesmond Mizzi Financial Advisors Limited (IS30176) of 67, Level 3, South Street, Valletta, VLT1105, Malta, is licenced to conduct investment services business, under the Investment Services Act, by the Malta Financial Services Authority of, Triq l-Imdina, Zone 1, Central Business District, Birkirkara, CBD1010, Malta. Switzerland Merill SICAV plc is authorised for distribution in Switzerland to qualified investors only pursuant to paragraph 10 of the Collective Investment Schemes Act (CISA). The representative in Switzerland is LLB Swiss Investment AG, Claridenstrasse 20, 8002 Zürich, whilst the paying agent in Switzerland is Swissquote Bank SA, Chemin de la Crétaux 33, 1196 Gland. The basic documents of the Funds such as the Prospectus, the Key Information Document, Management Regulations, as well as the Annual and Semi-annual Reports may be obtained free of charge from the representative in Switzerland.