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Spotlight on the ECB, EU stocks, UK Budget and overlooked markets

Supriya Menon, head of multi-asset strategy for Europe, the Middle East, and Africa at Wellington Management, discusses how she will be approaching the upcoming week, including how she’ll be preparing for the eagerly anticipated European Central Bank (ECB) interest rate decision on March 7 and dissecting any signals the bank provides on this year’s rate path.

European stocks have had an exceptional run since mid-February and Menon unpacks her view on the region, where she’s awaiting signals and when trading desks should be poised and ready to react.

In this episode, the EMEA head of multi-asset strategy also provides insights on how fiscal policy is shaping her investment outlook - particularly with the UK Budget expected to be published on March 6 - and where she sees huge opportunities in other markets and regions.

04.03.2024


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