Europe is navigating economic headwinds, but structural trends continue to create attractive investment opportunities. Canadian investment firm Brookfield identified three key themes stand out: decarbonization, digitalization, and deglobalization.
“As the European geopolitical landscape continues to shift, we expect megatrends such as the ‘Three Ds’—digitalization, decarbonization and deglobalization—to continue to generate opportunities to invest in long-term value and growth in the private markets,” the asset manager states in a recently published white paper.
And there migth be a fourth ‘D’ coming, defense. “The changing geopolitical conditions could present opportunities in critical industrial supply chains that private investment can support—though not without risk,” Brookfield adds.
Read the complete white paper here.
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