The European Union is launching a historic fiscal expansion, led by Germany’s €500 billion infrastructure plan and the €800 billion ReArm Europe initiative. Rooted in the 2024 Draghi report, these measures aim to strengthen competitiveness, productivity and long-term economic growth.

Opportunities are concentrated in sectors that support European resilience and autonomy, including defence, energy, technology and healthcare, with ESG integration playing a key role. Investors can gain exposure through a diversified mix of equities, funds, bonds and structured products.

In a context of supportive monetary policy and rising global tensions, Europe is setting the stage for a new growth cycle that investors can actively participate in.