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Key Views 2025: The Year Of Change

by Mathieu Savary, Chief Strategist, Developed Markets ex US & Head of Research Innovation  

For our last publication of the year, we explore five key themes that will dominate the European macro landscape and markets next year. While the start of 2025 will be challenging for European assets, the latter part will offer some much-needed relief.

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BCA Research | European Investment Strategy

BCA’s flagship global macro and investment strategy platform, helping investors anticipate regime shifts, connect signals across regions and asset classes, and navigate the world’s most difficult macro questions.

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