Resilience is the new growth driver

Countries are prioritising resilience in infrastructure, energy, technology and security. Modernised energy grids, digital infrastructure, and robust logistics networks will underpin both economic stability and new investment opportunities.

Reshoring creates an industrial renaissance

Massive public funding in the U.S., EU, and Asia is driving the relocation of critical industries such as semiconductors, pharmaceuticals, and green technologies. This reshoring trend creates opportunities across among others automation, industrial equipment, and regional logistics

Strategic autonomy as a global trend

Europe, the U.S., Japan, and India are rolling out large-scale industrial policies (Horizon Europe, RePowerEU, Chips Acts, Inflation Reduction Act). For investors, this provides a transparent and lasting policy framework that supports key industries and strengthen long-term competitiveness.

Strategic resilience and geopolitics

Efforts to secure energy, materials, and technology supply chains have become central to economic policy, reinforcing the link between resilience and competitiveness in a multipolar world. Especially Europe is becoming increasingly aware of this, witness the massive investment programmes guiding the region to more strategic resilience and autonomy.