Europe's Economic Comeback: What It Will Take For a Broad Resurgence | The Bid investing podcast

Europe’s macro outlook is shifting. After years of fiscal restraint and fragmented policy, the region is entering a new chapter—one centered on pro-growth fiscal policy, energy security, and capital-market reform. For investors, this transformation signals the potential for renewed momentum in European equities and fixed income.

In this episode of The Bid, host Oscar Pulido speaks with Helen Jewell, Chief Investment Officer for EMEA Fundamental Equities, and Roelof Salomons, Chief Investment Strategist for Northern Europe at the BlackRock Investment Institute, about how Europe’s evolving macro and investing environment is creating new opportunities across sectors.

Key Moments
00:00 Introduction: Europe's Economic Challenges and Optimism in 2025
00:37 Meet the Experts: Helen Jewell and Roelof Salomons
01:13 The Macro Backdrop: Europe's Renewed Momentum
03:15 Overcoming Structural Barriers: Productivity and Capital Markets
04:59 Sector Spotlight: Defense, Banks, and Energy
08:04 Fiscal Policy and Unified European Growth
10:30 Energy and AI: The Long-Term Investment Landscape
14:12 Valuation and Economic Activity: Reasons for Optimism
17:04 Conclusion: Path to a Broad European Resurgence

They explore how fiscal flexibility is enabling investment in productivity and innovation, how energy transition and AI demand are reshaping infrastructure and power markets, and why European banks, defense companies, and energy-efficiency leaders have emerged as standouts. The conversation also looks at the valuation gap between Europe and the U.S., the implications of potential ECB rate cuts, and what reforms could drive a broader, more durable resurgence.

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#europeinvesting #europeequities #ecb #europeanoutlook

Sources: “What’s needed for an investment renaissance in Europe?”, BlackRock Investment Institute, October 2025; NATO, August 2025; BlackRock Fundamental Equities analysis, September 2025; “Entering The Age of Electricity”, IEA Electricity Demand 2025;

This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to any company or investment strategy mentioned is for illustrative purposes only and not investment advice.For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures.