Pack your badges: It's AGM Season

From Dagens Industri’s Risk & Return in Stockholm, DZ Bank’s Capital Markets Days in Frankfurt to Banco Santander’s Credit & Private Debt forum in Madrid -  Europe's conference season carousel has begun. Each events offering a sharp lens on the risks and opportunities defining 2025 - from Risk, Rates, Private Credit and Returns!

STOCKHOLM: "Risk & Return”
FRANKFURT: "Opportunity amid volatility: Capital markets in a new global order”
MADRID: "Private Credit & Loan markets in Focus”

Across Stockholm, Frankfurt, and Madrid, the conversation was focused, the rooms were curated, and the content delivered real value.

From Stockholm to Madrid via Frankfurt, we have collected perspectives and commentary on macro trends and market conditions from Risk & Return in Stockholm, to Capital Markets and Rates in Frankfurt and Private Credit & Loan markets in Madrid

As Europe's financial hubs host a string of high-level conferences—from "Risk & Return" in Stockholm to "Opportunity amid volatilit" in Frankfurt and "Credit & Private Debt" in Madrid—the tone of the 2025 AGM season is unmistakable: caution, recalibration, and a search for resilience. Against a backdrop of persistent inflation, central bank policy uncertainty, and private market scrutiny, asset owners and fund managers are rethinking the foundations of portfolio construction. This blog distills the conversations and sentiment across the continent’s key gatherings—capturing what’s driving capital allocation today and what’s shaping it tomorrow.