As the war between Israel, the United States, and Iran has now lasted for a month, the global economy is holding its breath. Will it soon come to an end? Is this crisis comparable to the coronavirus crisis and the invasion of Ukraine? How will Europe navigate this crisis?

Furthermore, current German stimulus measures and their impact on the Euro Area are being overshadowed by growing uncertainties in the Middle East.

In this video, Hans Bevers examines the conflict and its impact on the economy and our investment strategy.

Discover the full analysis in our CIO Perspectives publication, authored by Alexandre Drabowicz, Hans Bevers, and Bénédicte Kukla.
 

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CIO PERSPECTIVES: Europe: Forecasting in the Fog