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

Marc El-Lazidi, Fund Manager at Merill Funds, examines how the resurgence of tariffs is reshaping Europe’s economic landscape and what this means for investors navigating a turbulent market. He explores the growing disconnect between the EU’s real economy and stock market performance, while addressing the rising burden of debt and increasing defense expenditures across the region. With a spotlight on emerging opportunities in Southern Europe—particularly Spain—Marc offers timely insights into fiscal sustainability and evolving investment strategies, helping investors identify resilient sectors and adapt to Europe’s shifting macroeconomic realities.

Watch the full video through the direct link below:

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

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