We believe Europe is entering a transformative period of economic renewal driven by reforms, public investment and a focus on sustainability and digital innovation. These developments are expected to drive long-term growth and create a more resilient and competitive economic landscape, creating opportunities for investors at a time when the US is facing mounting challenges.

In our report, we explore key factors shaping Europe’s economic future and consider investment implications:

• Equities: we highlight growth opportunities in sectors such as industrials, infrastructure, utilities, and defence.
• Real Estate: a selective recovery is expected, with residential and logistics properties showing strong potential, particularly in urban and sustainable developments.
• Private Debt: the market is expanding, driven by the financing needs of small- and medium-sized enterprises, fiscal support and demand for tailored funding solutions.
• Private Equity: we think Europe’s mid-market private equity sector offers significant opportunities for growth and operational improvements, particularly in resilient niche industries such as business services, education, and industrials.

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