During this webinar, our experts Amaury D’Orsay, Head of Fixed Income & Money Market investments, Barry Glavin, Head of Equity, and Didier Borowski, Head of Macro Policy Research discussed how Europe is laying the foundations for sustainable, long-term economic momentum and why it should be increasingly regarded as an attractive diversification* opportunity for international investors’ portfolios.
Key convictions
- Europe’s economy surprised positively in 2025, with growth expected to be close to potential in 2026
- Medium-term priorities from European leaders remain unchanged, focused on increasing Europe’s resilience in a challenging environment.
- The pace of structural reforms is expected to accelerate, with an emphasis on strategic autonomy, AI-driven innovation, and boosting industrial competitiveness. The effects should emerge over the medium-term.
- In fixed income, we see significant opportunities in short-dated government bonds and European credit, particularly in the financial sector.
- In equities, attractive valuations and supportive earnings dynamics make Europe compelling, with strong potential in small- and mid-cap stocks.
You can now watch the full webinar at the link below
