How Middle Powers Are Winning the

Описание: What is really happening between the US and Europe after months of strained relations?

Louise Tumchewics, Research Fellow at the @syddanskuniversitet‬ shares key insights from the Munich Security Conference, breaking down how transatlantic trade and investment ties are being reassessed — and repaired — as both sides recognise their deep economic interdependence.

In this in-depth analysis, she explains:

How US-Europe relations are evolving in 2026

Why ESG investing is being redefined to include defence companies

The future of sustainable investing and defence stocks

How “middle powers” are reshaping global trade, technology and innovation

Why economic diversification is happening gradually — not through dramatic geopolitical ruptures

From defence and ESG policy shifts to global trade strategy and innovation trends, this discussion explores how governments and investors are adapting to a more complex geopolitical landscape.

If you’re interested in geopolitics, international trade, ESG investing, defence sector analysis, or the future of global economic alliances, this conversation offers essential context.

#munichsecurityconference #esginvesting #usvseurope #defencestocks #geopolitics #globaltrade #sustainableinvesting #transatlanticrelations

00:00 Intro
04:53 Defense & Innovation
07:09 Middle Powers' Role

Further reading

Reshaping the global portfolio
https://www.pwmnet.com/content/b6a95b...

Definitive investment doctrine needed for ‘hard power’ portfolios
https://www.pwmnet.com/content/58b2b4...

Where capital and politics collide: the new efficient frontier
https://www.pwmnet.com/content/c4c41d...

Europe’s sustainable investors flood defence sector
https://www.pwmnet.com/content/354eb7...

Private market strategies seek core portfolio status
https://www.pwmnet.com/content/113d46...

AI, autos and alternative assets: PWM Tea Break
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