The gap between US and European economic performance has become one of the defining market themes of 2026. While the US continues to benefit from resilient growth and investment, Europe faces a more challenging economic backdrop, raising important questions for investors.
At the same time, diverging monetary policy expectations, rapid AI-driven investment and evolving geopolitical dynamics are influencing capital flows, market leadership and portfolio positioning across regions.
In this webinar, our panel of macroeconomic, market and investment experts examined what is driving the growth divide, whether it is likely to persist, and what it means for financial markets and investors in the months ahead.
Key topics explored
- The US-Europe Growth Divide: The structural and cyclical factors driving differences in growth, productivity and economic resilience across regions.
- Monetary Policy & Interest Rates: How diverging Fed and ECB policy paths are influencing inflation expectations, currencies, capital flows and market sentiment.
- AI, Productivity & Investment: Why the US has emerged as the primary beneficiary of the AI-driven investment cycle and what this means for future growth and competitiveness.
- Market & Equity Implications: Whether US market leadership can continue, where opportunities may emerge across regions, and the sectors investors are watching most closely.
- Investor Positioning: How institutional investors are navigating regional opportunities, key risks and portfolio allocation decisions in an increasingly uncertain environment.
Watch this webinar on demand and stay ahead as the global energy and policy landscape continues to shift.
Speakers
Nicole Allen (moderator)
Director - Product Strategy
LSEG
Justin Knight
Rates Markets Analyst
LSEG - IFR
Alexandre Hardouin
Head of Equity Trading
LSEG
Erwan Jacob
Macro Analyst
LSEG
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For more information on how LSEG uses your data, see our Privacy Statement.
You can adjust your preferences at any time through the preference link in any electronic communication that you receive from us.For more information on how LSEG uses your data, see our Privacy Statement.
You can adjust your preferences at any time through the preference link in any electronic communication that you receive from us.
