TradeTech Europe 2025

13 - 15 May, 2025

Palais des Congrès de Paris

Axel Botte

Head of Markets Strategy Ostrum Asset Management

Day 1 | 14th May

5:20 PM Guest speaker: Tariffs, policy, and uncertainty: What Trump’s return means for global markets

With President Trump back in office, markets are once again navigating a wave of political and economic uncertainty. Charles from Signum Global Advisors will examine how historical U.S. election cycles have influenced market sentiment- and contrast that with the unique dynamics at play in 2025.

The session will dive deep into the administration’s evolving trade agenda, exploring the ripple effects of renewed tariffs on inflation, global trade dynamics, and investor confidence. What is the strategic endgame behind these policies? Are we witnessing a coordinated plan, or political improvisation with global consequences?

Charles will also unpack under-the-radar risks that deserve more attention, from geopolitical flashpoints like Taiwan to structural questions around the Federal Reserve’s independence and the long-term status of the U.S. dollar as the world’s reserve currency.

  • Market reactions to U.S. elections: What past cycles reveal about investor behaviour- and how 2025 is reshaping expectations.
  • Trump’s trade strategy: Assessing the impact of renewed tariffs on inflation, global markets, and economic stability.
  • Structural risks in focus: From the Fed’s independence to the future of the U.S. dollar- what investors should be watching now.

Check out the incredible speaker line-up to see who will be joining Axel.

Download The Latest Agenda