Strategy Session on The Future of European Investment

Many say that Europe’s financing prospects have just gotten better. The Trump Administration’s tariff whiplash has shaken investors’ mindsets in capital and bond markets. The fiscal stimulus of the Sondervermögen has morphed Europe’s largest economy into a wealth creator as its competitiveness drags. The prospect of a US retreat from European security architecture is a boon for the defense sector – and not because we wanted it to come to this, but because it has. The Economist and the Financial Times seem to think this is a “European moment” and many politicians are honing their talking points similarly. But what do we think and what are we observing? And how does this change our own transatlantic conversations and cooperation with American and Canadian counterparts? How does it affect the balance the Atlantik-Brücke itself navigates as an institution?

After a brief opening, we will ask our host Hagen Schremmer, CEO Germany at BNP Paribas Asset Management, as well as Tobias Heilmaier, Germany Country Head for Santander, Shogo Ohira, CEO of Nomura Financial Products Europe, and Steffen Wurm, Managing Director of HSBC Germany to provide opening analytical statements. The discussion will be moderated by Julia Friedlander, CEO, Atlantik-Brücke. As per our strategy session format, we will then have a strictly off-the-record conversation.

We would like to thank BNP Paribas for the generous support.