Ian Harnett Presents at LSEG: Europe’s Fiscal Frontier – Debt, Defense, and Development
- Absolute Strategy
- Sep 30, 2025
- 1 min read
Ian Harnett, Co-Founder and Chief Investment Strategist at Absolute Strategy Research, recently presented at the London Stock Exchange Group (LSEG) on “Europe’s Fiscal Frontier: Debt, Defense, and Development.”
In his remarks, Harnett addressed:
Germany’s shift from fiscal conservatism and his perspective on this dramatic change.
Building Germany’s defense capability and how this spending decision fits into the broader EU growth story.
Fiscal dominance and debt deleveraging, including the challenges of growing while managing debt, and the risks of default.
The private sector’s role in Germany’s pivot.
Implications of a downturn on investments.
Central bank reactions to inflation across the UK, Japan, and the ECB.
Harnett’s insights highlighted the critical intersections between fiscal policy, defense spending, and the investment landscape in Europe.
Register for free to watch further here: Europe at a Crossroads: Fiscal Strategy in a Shifting Global Order
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