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Howard Shore

Showing 14 of 4 transcripts.

  1. Milken Institute59 min

    Europe: Past Tense, Future Perfect?

    Stephanie Flanders, Jyrki Katainen, Mikhail Khodorkovsky, Yascha Mounk, Howard Shore, Timothy Snyder

    Panelists analyzed the Eurozone's shift from recession to growth while highlighting persistent political risks from rising populism in Hungary and Poland. The discussion emphasized how Russian cyber influence and divergent historical narratives undermine democratic norms, creating a disconnect between economic recovery and political stability. Experts urged European leaders to adopt a unified, proactive strategy to counter these external threats and prevent the fragmentation of the Union's future.

  2. Milken Institute1h 2m

    London Falling? Fact vs. Fiction

    Francesco Guerrera, Bruce Carnegie-Brown, Kevin Klowden, Howard Shore, Hubertus Väth, Jasmine Whitbread

    A diverse panel of financial leaders and policymakers debates the impact of Brexit on London's status as a global city, contrasting Hubertus Frankfurt's claims of imminent job losses with Howard Shaw's view that the metropolis will remain a top-tier hub. While experts emphasize that London's future depends on retaining international talent and resolving housing deficits, regulatory pressures are already forcing major institutions to relocate operations to Frankfurt and Brussels to mitigate uncertainty. Ultimately, the consensus identifies prolonged ambiguity in government strategy and immigration policy as the most immediate threat to business confidence, outweighing the specifics of the final deal.

  3. Milken Institute1h 1m

    2014 London Summit - Europe: Still at a Crossroads

    Louisa Bojesen, Nigel Farage, Gerard Lyons, Helena Morrissey, Howard Shore

    Panelists including Nigel Farage, Helena Morrissey, and Gerard Lyons analyzed severe Eurozone structural failures, noting that countries like Greece and Italy face deflation and bear markets while Germany risks a shallow recession. The discussion highlighted the limitations of monetary tools like quantitative easing in addressing deep-seated issues such as rigid labor markets and the mismatch between the currency union and fragmented fiscal governance. Looking ahead, the experts predicted a political shift toward Euroscepticism and explored divergent investment strategies favoring defensive sectors like healthcare over financials, while debating the viability of UK exit scenarios against a backdrop of deteriorating European economic cohesion.

  4. Milken Institute1h 2m

    Navigating Europe's New Volatility

    Francesco Guerra, Howard Shore, James McCormack, Mohammed Alarian, Claire Cockleton, Peter Bayer, Bernd Fischer, Edward Ironman

    Panelists at this event analyzed the European economic landscape, concluding that the ECB's €60 billion monthly quantitative easing program is insufficient to resolve structural debt issues despite projecting growth for the Deutschmark bloc and the UK. Experts including Fitch's James McCormack and Allianz's Mohammed Alarian warned of fragility in sovereign risk, citing a dangerous divergence between market sentiment and credit fundamentals alongside political threats from populist movements and the unresolved Ukraine conflict. The discussion concluded that long-term stability requires either a federal model transferring sovereignty to Brussels or a "two-speed Europe," as the current Eurozone remains an unstable hybrid lacking complete fiscal and banking integration.