Key takeaways annual outlook webinar

What you'll learn

• The European Central Bank has halved its interest rates over recent years. - There is real wage growth, and since European saving rates are very high, consumers have quite a bit of ammunition available if confidence comes back. - Europe is seeking to become more independent in terms of defence, so military spending is going to go up. That benefits the construction sector, the capital goods sector, and aerospace and defence. - In Germany, you've got the added boost that is going to come from infrastructure spending.

Topics covered