Europe’s strategic autonomy is no longer a theory; it’s a trending headline, a policy priority, and an investment theme. But with many players now crowding the space, real differentiation lies not in retelling the story, but in how you act on it. At Candriam, we see Europe’s autonomy shift not as a short-term theme, but as a long-term, multi-sector transformation.
The big picture, fast
- Europe’s push for autonomy is reshaping energy, tech, defense, and healthcare.
- Over €1 trillion in public investment is mobilizing to rebuild Europe’s industrial base.
- We believe the right approach should combine structural insight, sustainable alignment, and cross-sector expertise - setting us apart in a crowded field.
Europe has embarked on a route from dependency to autonomy. Its economic model has relied for a long time on global supply chains and external (energy) sources. Recent shocks have nevertheless exposed the vulnerabilities of this approach.
