Helen Jewell, Chief Investment Officer for Fundamental Equities in EMEA, unpacks how equity markets across Europe are responding to these changing dynamics, whether companies are absorbing the cost of tariffs or passing them on to consumers, and what resilience looks like for investors in markets shaped by volatility and transformation. 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. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosures #equityinvesting #europeanstocks #infrastructureinvestment #europeaninfrastructure