Europe’s macro outlook is shifting. After years of fiscal restraint and fragmented policy, the region is entering a new chapter—one centered on pro-growth fiscal policy, energy security, and capital-market reform. For investors, this transformation signals the potential for renewed momentum in European equities and fixed income. In this episode of The Bid, host Oscar Pulido speaks with Helen Jewell, Chief Investment Officer for EMEA Fundamental Equities, and Roelof Salomons, Chief Investment Strategist for Northern Europe at the BlackRock Investment Institute, about how Europe’s evolving macro and investing environment is creating new opportunities across sectors. Key Moments 00:00 Introduction: Europe's Economic Challenges and Optimism in 2025 00:37 Meet the Experts: Helen Jewell and Roelof Salomons 01:13 The Macro Backdrop: Europe's Renewed Momentum 03:15 Overcoming Structural Barriers: Productivity and Capital Markets 04:59 Sector Spotlight: Defense, Banks, and Energy 08:04 Fisca...