European equities: Choosing firms that benefit from AI adoption and development

Although the optimism seen at the start of 2026 has given way to increased volatility and uncertainty, European equities remain an important part of portfolio allocations. Investors view them as vital for achieving diversification, with many wondering how to allocate to Europe successfully. Europe's market landscape includes multiple countries, currencies, and regulatory regimes, offering diverse opportunities that require selectivity. As a result, there are ongoing structural dynamics that favour active stock selection, particularly around: • Choosing firms that may benefit most from...