Tuesday, October 6, 2026
Europe’s banks, pension funds and public institutions already invest together. The challenge is making that cooperation support larger industrial investments, realistic funding rounds and credible IPOs—with clear commitments about who provides capital, who carries risk and what happens when financing plans change.
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Thursday, August 27, 2026
Morgan Stanley’s $1.5 trillion initiative turns strategic technology into investable infrastructure, confronting European pension funds and insurers with a growing dilemma: will Europe’s accumulated wealth build its own productive capacity—or finance the technological power on which it depends?
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Thursday, April 30, 2026
Europe holds vast pools of long-term capital, yet much of it fails to finance the systems that define its future. This essay explores why safety, as currently defined, may be Europe’s greatest long-term risk.
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Wednesday, April 22, 2026
Europe does not lack capital. It lacks time. As long-term systems are financed with short-term logic, investment becomes misaligned. The result is a structural gap between ambition and execution—one that shapes Europe’s ability to build its future.
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