• Europe is working towards strategic autonomy to grow its economy and reduce reliance on other countries – and technology is at the heart of this shift
  • Technology is crucial for advancements and independence in areas including AI, defence, satellite communications, renewable energy and more
  • We believe European tech stocks offer potentially attractive long-term investment opportunities, as well as enabling investors to participate in shaping Europe’s future 

By Lazare Hounhouayenou, Lead Portfolio Manager, Dedicated Equities, and Sébastien Taldir, Investment Specialist, Dedicated Equities

As Europe aims to grow its economy while safeguarding its own interests, it is placing greater focus – and investment – in areas ranging from defence and manufacturing to energy, food and health. There is one sector, however, that stands out as the cornerstone of European strategic autonomy: technology.

Whether it is artificial intelligence, defence, communications or space exploration, technological capabilities enable a country or region to innovate, remain competitive, defend itself and maintain economic independence. This is shaping not only European policy but also presenting significant opportunities for investors across the European tech sector.

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