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European equities: Is Europe finally taking charge of its own destiny?
Janus Henderson Portfolio Manager Robert Schramm‑Fuchs argues that structural, geopolitical and security pressures are driving long‑overdue reform in Europe.
By Janus Henderson Investors
February 12, 2026
- Janus Henderson
- Europe
- Equities
Janus Henderson Portfolio Manager Robert Schramm‑Fuchs argues that structural, geopolitical and security pressures are driving long‑overdue reform in Europe – unlocking a range of opportunities for investors.
Key takeaways:
- Europe faces structural weaknesses and slow growth after years of underperformance, with demographics, regulation and competitiveness weighing on long‑term prospects.
- Geopolitical shocks and rising energy and security pressures are now forcing policy shifts, while valuations and sentiment remain unusually low.
- The prospects for gradual reforms, a mobilisation of household savings and sustained investment in defence, aerospace and infrastructure, offer a credible path for Europe, bolstering growth potential and offering a rich range of investment opportunities, both long- and short-term.
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