Europe's Fiscal Policy Pivot

13/03/2025 4 min
Europe's Fiscal Policy Pivot

Listen "Europe's Fiscal Policy Pivot"

Episode Synopsis

- Europe, particularly Germany, is proposing a new framework for higher defence & infrastructure spending - What was the trigger point for this sudden pivot? - Which countries are likely to benefit from the launch of this new framework? - Which asset classes are the primary beneficiaries of higher fiscal spending & why?