Covell / DiConza / Newman Group
Mar 21, 2025 | Janet Engels and Tylar Lunke
Listen here (approximately 15 minutes).
Analysis
The market pullback will take time to play out. Planning for an eventual shift to defense beats a “hope for the best” approach.
Galvanized by U.S. rhetoric, the European Union looks to be pivoting towards greater cohesiveness and increased fiscal spending. We examine the implications for the regional equity market.
Janet Engels and Tylar Lunke look back at key takeaways from 2024 and discuss highlights from the Global Insight 2025 Outlook.