Markets & Geopolitics – the Santander Markets Summit in Frankfurt on March 12 delivered top-notch perspectives on global macro and monetary outlook in geopolitical context, funding challenges and opportunities of European Sovereigns, and considerations around the rise of digital assets.

BGA Managing Partner Martin Wiesmann discussed alongside Julia Friedlander, CEO of Atlantik Brücke, and Moderator Tobias Heilmaier, Head of SCIB Germany, Santander, geopolitical scenarios for Europe from an economic, security and energy perspective.

◾ Whilst different in approach and implementation, the Trump administration’s disruptive policies are rooted in fundamental shifts within the US that will shape a new international environment for the long run.

◾Europe is under pressure in all geopolitical and geoeconomic dimensions, and the EU as such is not set up to successfully deal with the new challenges.

◾However, if European member states led by the “Weimarer Triangle” plus the UK step up with national commitments, invest into close policy coordination and leverage the institutional strengths of the EU, Europe absolutely has the means to defend its interests and affirm its positions in the new global power competition.

◾Europe’s future is less a question of ressources, but much more so of political resolve!

Many thanks for this excellent panel and the invitation to a stimulating conference.

#macro#financialmarkets#Europe#geopolitics