23rd July 2026
BNP Paribas: Portfolio perspectives How fixed income investors can potentially capitalise on Europe’s strategic autonomy
The geopolitical landscape has undergone a significant shift in recent years, with global cooperation and multilateralism giving way to a more fragmented world.
On the back of global geopolitical tensions and the need to remain economically competitive, sovereignty and domestic resilience have become central to national policy agendas.
For fixed income investors, this presents potentially attractive opportunities, especially within the context of Europe’s current strategic drive towards autonomy.
Europe is aiming to grow its economy while safeguarding its own interests, reducing its dependency on other nations and protecting itself against global threats and external shocks, while at the same time strengthening its position in key sectors and industries.
To achieve this, it is investing significantly across defence, energy and technology, as well as other sectors. Policymakers are allocating unprecedented sums, both at a European Union and country level.
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