ETF & Mutual Fund, Policy & Legal, Webinar

The U.S.-Europe Relationship and Its Impact on Investments

Tuesday, September 30th, 2025
9am US EDT | 2pm BST | 3pm CEST

The strategic relationship between the United States and Europe is essential for investors globally. During this timely webinar, Aniket Ullal, Head, ETF Research & Analytics, CFRA, and Frank Oliveri, SVP, Senior Defense & Foreign Policy Analyst at Washington Analysis, a CFRA Business, examined the economic, political, and policy drivers shaping this transatlantic partnership—and what they mean for investment decisions.

They discussed:

  • Russia–Ukraine Conflict: Current developments, outlook, and implications for sectors such as defense and energy.
  • NATO & Defense Cooperation: How the transatlantic security alliance may evolve within the broader U.S. foreign policy agenda.
  • Tariffs & Trade policy: Updates on U.S.–EU and U.S.–UK trade agreements and the sectors most affected.
  • The Iran Agenda: Sanctions against Iran and the status of broader Middle East policy for both Europe and the US.

This presentation is for educational informational purposes only and is not a recommendation to buy or sell securities or engage in any investment activity.


Watch the replay