Research

European Utilities & Trump 2.0: Market Outlook & Investment Insights

Lee Zhao Jun, Equity Analyst
17 March 2025

Summary

Gain valuable insights into how the re-election of President Trump could impact European utilities and shape investment opportunities in 2025. Our proprietary research dives deep into key market implications, interest rate trends, and sector performance to help you stay ahead.

What You’ll Learn:

  • Market Impact of Trump’s Policies: Understand how new tariffs and energy policy shifts may affect European utilities.
  • Top Stock Picks for 2025: Discover why Iberdrola and Enel stand out as resilient investment opportunities.
  • Interest Rate Trends & Sector Performance: Assess how expected ECB rate cuts could influence utility valuations.
  • Renewable Energy & Geopolitical Risks: Explore the challenges and opportunities in the renewable energy transition.
  • Investment Strategies for 2025: Learn how to navigate potential cost inflation and supply chain disruptions.
Get access to the complete research and stay informed on how to position your portfolio in the evolving European utilities market.

Download The Full Research Report

Solutions

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Identify opportunity and risk driven by public policy and the courts.

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