In this episode of Lead-Lag Live, I sit down with Hervé Van Caloen, President of Mercator Investment Management, to discuss why Europe’s long-standing political and economic models are breaking down — and why that might be exactly what the continent needs for a revival.
From Germany’s historic decision to become Europe’s largest military power by 2029 to the shift toward a “two-tier” European Union, Van Caloen explains how a new reality of realism is replacing years of complacency.
We also explore the investment opportunities emerging from this shift, looking beyond traditional sectors to uncover hidden opportunities in European defense, semiconductor equipment, and biotech.
In this episode:
• The End of Complacency – Why the invasion of Ukraine shattered the old French-German leadership model.
• Germany’s Military Pivot – How massive defense spending is fueling a revival in German technology and cybersecurity.
• The Two-Tier Europe – Chancellor Merz’s vision for a streamlined, decision-oriented European Union.
• Investment Frontiers – Why defense leaders like Rheinmetall, Thales, and BAE, along with semiconductor giant ASML, are key players.
• Cutting the Red Tape – The urgent need for Europe to return to its 1992 free-market roots and reduce overregulation.
Previous Episode: https://youtu.be/hN2qCZv9irY
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