Talking Heads

Europe is embarking on a far-reaching drive to strengthen its strategic autonomy, reducing dependence on external partners across critical areas including defence, energy, technology, healthcare, food security and industry. As Lazare Hounhouayenou, Portfolio Manager, tells Daniel Morris, Chief Market Strategist, around €1.8 trillion of investment is expected to be deployed by 2035 under major European and national initiatives.

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European UCITS ETFs (EU regulated exchange-traded funds) attracted a record €125 billion in the third quarter, taking year-to-date inflows to almost €350 billion. As Daniel Dornel, Head of ETF Research, explains to Chief Market Strategist, Daniel Morris, fixed-income ETFs also attracted strong inflows, particularly into government bonds and ultra-short-duration products, despite rising yields.

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Geopolitics, energy security, changing supply chains, fiscal policy, climate investment and increased infrastructure and AI spending could all contribute to a structurally more volatile inflation environment. Andy Craig, Co-head of the Investment Insights Centre, talks with Elida Rhenals, Co-head of Inflation and Senior Portfolio Manager within the Global Fixed Income team, about the role inflation-linked bonds can play in today’s investment landscape.

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Europe is entering a pivotal era of strategic autonomy, seeking to build resilience across critical sectors such as defence, energy, communications, and technology in response to a more fragmented geopolitical landscape. Chris Iggo, CIO of AXA IM Core, part of BNPP AM, and Fadi Berbari, Senior Portfolio Manager in the fixed income team at BNP Paribas Asset Management, discuss how this shift toward strategic autonomy is reshaping Europe’s fixed income credit. Fadi explains why a selective, bottom-up approach is essential to capitalise on the stability and visibility offered by strategic European investments.

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Der MSCI World ist für viele Investoren die Messlatte für ihre langfristige Geldanlage, weil sie von einer weltweiten Streuung ihres Kapitals ausgehen. Aber das ist nicht die ganze Wahrheit. Ein Gespräch mit Florian Schoeps, ETF und Index Solutions, und Christoph Keuntje, Client Communication.

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