Edmond de Rothschild’s latest commentary, authored by Anthony Penel, underscores the strategic investment case for European sovereignty following Mario Draghi’s call for deeper integration.
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Internal market: Persistent barriers continue to weigh on productivity despite €2 trillion in upcoming defense investments; removing them would bolster growth and security.
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Critical technologies: Only collective European efforts in semiconductors, AI, and energy can rival U.S. and Chinese dominance.
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Financing: Large-scale “good debt” for defense, infrastructure, and disruptive innovation requires common debt instruments to achieve impact.
What role can investors play in advancing Europe’s sovereignty while capturing long-term opportunities? The full report provides insights.
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