European strategic autonomy: a €1.8 trillion investment opportunity

Europe is embarking on a far-reaching drive to strengthen its strategic autonomy, reducing dependence on external partners across critical areas including defence, energy, technology, healthcare, food security and industry. As Lazare Hounhouayenou, Portfolio Manager, tells Daniel Morris, Chief Market Strategist, around €1.8 trillion of investment is expected to be deployed by 2035 under major European and national initiatives.

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