Tariffs, Trade, and Trepidation: European asset management in Trump's wake
Tuesday 15 April 2025 | 17:00 - 18:00 | Webinar
Reuters reported on 17 March that the U.S.-European tariff conflict is jeopardising transatlantic business worth $9.5 trillion annually.
Join Helen Thomas, CFA, CEO of BlondeMoney and Alberto Gallo, CFA, Chief Investment Officer and Co-founder at Andromeda Capital Management as they delve into the impact of recent US policy changes on the UK and EU. Discover whether these shifts are here to stay or just temporary, and how they influence various sectors differently.
Explore the strategic options available to the UK and EU, and whether this new landscape will bring them closer together or push their policies apart. Understand the effects on asset prices and investment opportunities.
Don't miss this timely market analysis where our experts will provide valuable insights into the investment implications across British and European markets.
If you’re an investor looking to grasp regional opportunities and risks amid evolving cross-Atlantic dynamics and want to gain practical advice on how these changes might affect your portfolio and identify key sectors to watch in the coming months, then book now.
Timings
Registration: 16:55
Event: 17:00 - 18:00
Speakers
Helen Thomas, CFA, CEO of BlondeMoney
Helen is the CEO and Founder of BlondeMoney, the macroeconomic research consultancy that focuses on how political risk affects the markets.
Helen has twenty years of experience in banking, fund management and politics. She was an adviser to George Osborne, the former Chancellor of the Exchequer, during 2008 and ran the Financial Markets Reform Programme at Policy Exchange before going on to be a partner in a Global Macro hedge fund and Head of Currency Alpha at SSGA. She was a board member of CFA UK, is a Freeman of the City of London, and she has a degree in Philosophy, Politics and Economics from Christ Church, Oxford University.
Alberto Gallo,CFA, Chief Investment Officer and Co-founder at Andromeda Capital Management
Alberto Gallo is the Chief Investment Officer and Co-founder at Andromeda Capital Management. Prior to that, Alberto initiated and ran the Global Credit Opportunities fund at Algebris Investments (2016-2022). Previously he ran macro credit research at RBS in London (2011-2016), and served in senior research roles at Goldman Sachs in New York (2008-2011), Bear Stearns in New York and London (2007-2008) and Merrill Lynch in London (2004-2007).
Alberto is a CFA charterholder. He earned an MSc in Economics two years ahead of the norm, cum laude, from Bocconi University (2004), where he is now a guest professor in macroeconomics, at the SDA Bocconi School of Management. He has served on the ECB working group for financial stability for nearly ten years.
He previously served in the Navy at the “F. Morosini” Naval Academy in Venice, Italy, where he led the 1997-2000 cadet class and was a national track & field athlete.
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