
About this episode
The episode discusses how European markets have reacted to geopolitical and economic changes since 2026, focusing on investor sentiment and market volatility.
In this episode of The Swiss View: Geopolitics, Market Sentiment, and More, Jess Roberson and Urs Vrijhof-Droese examine how European and other markets have responded to major geopolitical and economic developments since the start of 2026. As global events continue to shape investor psychology, Jess and Urs explore shifting market sentiment across Europe, highlighting how political uncertainty, regional economic resilience, and evolving risk perceptions may be influencing equity, fixed income, and currency markets. The discussion places these market reactions within a broader macroeconomic and geopolitical context, comparing Europe’s measured, long-term approach with heightened volatility in the U.S. markets. From inflation expectations to policy signals and cross-border capital flows, the episode offers a distinctly Swiss perspective on how investors are navigating the early months of 2026. 📞 Contact WHVP 📞 Website: https://whvp.ch/ Email: info@whvp.ch Telephone: +41 44 315 77 77 Schedule a Meeting: https://whvp.ch/get-started ℹ️ About WHVP ℹ️ WHVP is not just another asset manager. We are an independent firm specializing in managing the funds of private clients. Registered…
People in this episode
Host: Jess Roberson
Guest: Urs Vrijhof-Droese
Topics covered
- Geopolitics
- Market Sentiment
- European Markets
- Economic Developments
- Investor Psychology
- Macroeconomic Context
Keywords
- geopolitics
- market sentiment
- European markets
- economic developments
- investor psychology
- inflation expectations
- policy signals
Mentioned in this episode
Organizations: WHVP
Places: Europe, U.S.
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