Disclaimer: The recommendations below are the result of a systemic anticipation approach specific to the GEAB. They do not represent personalised financial advice or investment incentives. In a context of high volatility and global transition, all investors are solely responsible for their decisions We recommend cross-checking these analyses with other sources and, if necessary, consulting a licensed professional.
Eurozone: Selective stability and smart investments
With no dramatic crash or spectacular recovery, the eurozone entered 2026 in a state of active stabilisation, discreet but palpable. Past monetary easing is beginning to take effect, private balance sheets are holding up, and public spending – especially in Germany – is becoming the main driver of growth. +1% growth? It might look modest, certainly, but predictable… and at this moment, predictability is already an asset per se. The strong temptation to revert to pre-crisis reflexes with quick and noisy decisions is a bad idea! 2026 will bring subtle allocations, those that rely on clear and consistent public policies. Europe, out of necessity mainly, will continue to reindustrialise and strengthen its technological autonomy. Germany’s budgetary shift, largely towards defence, is not a mere whim, as it feeds into a broader industrial fabric and absorbs declining capacity in the automotive sector by integrating technologies with a strong diffusion effect – AI, robotics, drones, embedded systems, etc.
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EDITORIAL By failing to broker a peace agreement between Ukraine and Russia at the beginning of the year, and lacking the means to enable Ukraine to prevail militarily, Europe has [...]
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