24/11/2025

Europe is entering a new phase of massive investment, driven by historic decisions to rearm and modernize infrastructure, announced in particular by Germany and the European Commission. This decisive turning point is part of a broader drive towards reindustrialization, technological innovation, and economic sovereignty. 
At a time when investors are revising their global outlook and seeking to diversify their portfolios, the appeal of European assets continues to grow, supported by both structural themes and attractive valuations of eurozone companies, particularly compared to their counterparts across the Atlantic.

Against this backdrop of transformation, eurozone small and mid-caps are well positioned to benefit from the cycle of re-acceleration expected in 2026. Their more cyclical and domestic profile protects them in part from the risks associated with trade tensions and dollar volatility and makes them more responsive to the recovery in domestic demand.

Watch the video below featuring Caroline Gauthier, Co-Head of Equities and co-manager of EdR SICAV European Smaller Companies, and Benjamin Rousseau, co-manager of the fund.