Strategic Autonomy Is Emerging as Europe’s Next Structural Growth Theme

Allianz Global Investors argues that strategic autonomy is evolving from a geopolitical objective into a long-term investment theme, with public and private capital increasingly directed toward strengthening Europe’s resilience across critical industries.

• Europe’s drive for strategic autonomy extends well beyond defence, encompassing energy, healthcare, digital infrastructure, climate resilience and critical technologies, supported by substantial policy initiatives and investment needs.
• Allianz believes Europe is well positioned to finance this transition, citing roughly €10 trillion in household savings that could be mobilised toward productive investment and long-term competitiveness.
• The report highlights reindustrialisation, regionalisation and resilience as durable investment themes, favouring sectors such as grid infrastructure, cybersecurity, medical technology, water systems and industrial automation.

Read the full report for a deeper analysis of Europe's strategic autonomy agenda and the sectors positioned to benefit from this structural investment cycle.