Across the Pond: Europe’s political pendulum swings wider

Political polarization is testing Europe’s established parties and confronting markets with the prospect of larger policy shifts. Germany’s regional elections have brought the growing influence of parties outside the traditional mainstream into focus, while France’s presidential election could shape the pace of future European integration. Why might fiscal spending fail to ease voter discontent, and how should investors respond to a less predictable political landscape? In the latest episode of Across the Pond, hosts Christopher Swann and Belinda Ulander are joined by UBS Global Chief Economist Paul Donovan to discuss the implications for European integration, fiscal policy, global trade, and portfolio diversification.