CIO View: Gateway to Europe

By: Vincenzo Vedda

Europe may be entering a new investment renaissance. Modernisation in defence, infrastructure, the green transition and low‑carbon tech could reshape the landscape. This could create compelling opportunities across multiple asset classes.

German construction industry is divided

Although Germany’s residential construction is weak, other construction sectors, such as civil engineering and specialised construction remain robust

Market backdrop: Good, with “ifs” and “buts”

Benign, for now: Our forecasts for the next 12 months