[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"nav-categories":3,"article-goldman-sachs-asset-management-s-path-to-renewal-europe-key-insights-and-opportunities":70},{"data":4},[5,37,57,64],{"name":6,"slug":7,"categories":8},"Productivity","productivity",[9,13,17,21,25,29,33],{"id":10,"title":11,"slug":12},17,"Branding","branding",{"id":14,"title":15,"slug":16},19,"Marketing","marketing",{"id":18,"title":19,"slug":20},20,"Work","work",{"id":22,"title":23,"slug":24},34,"Community","community",{"id":26,"title":27,"slug":28},21,"For newbies","for-newbies",{"id":30,"title":31,"slug":32},24,"Investment","investment",{"id":34,"title":35,"slug":36},22,"Finance","finance",{"name":38,"slug":39,"categories":40},"Tech","tech",[41,45,49,53],{"id":42,"title":43,"slug":44},28,"Technology","technology",{"id":46,"title":47,"slug":48},32,"Artificial Intelligence","artificial-intelligence",{"id":50,"title":51,"slug":52},26,"Security and protection","security-and-protection",{"id":54,"title":55,"slug":56},31,"YouTube Blog","youtube-blog",{"name":58,"slug":59,"categories":60},"News","news",[61],{"id":62,"title":58,"slug":63},18,"quasanews",{"name":65,"slug":66,"categories":67},"Business","business",[68],{"id":69,"title":65,"slug":66},16,{"post":71,"published_news":96,"popular_news":162,"categories":233},{"title":72,"description":73,"meta_title":72,"meta_description":74,"meta_keywords":75,"text":76,"slug":77,"created_at":78,"publish_at":79,"formatted_created_at":80,"category_id":22,"links":81,"view_type":86,"video_url":87,"views":88,"likes":89,"lang":90,"comments_count":89,"category":91},"Goldman Sachs Asset Management’s \"Path to Renewal (Europe)\": Key Insights and Opportunities","Goldman Sachs Asset Management’s recent report, Path to Renewal (Europe), outlines a transformative vision for the continent’s economic future, driven by massive public investments and strategic priorities. Here are the core ideas shaping this ambitious agenda.","European banks stand to profit from heightened corporate activity, traditionally financing large-scale projects.","European nations are gearing up for significant state-led investments, with a focus on defense and energy infrastructure.","\u003Cp>Goldman Sachs Asset Management’s recent report, \u003Cstrong>Path to Renewal (Europe)\u003C/strong>, outlines a transformative vision for the continent’s economic future, driven by massive public investments and strategic priorities. Here are the core ideas shaping this ambitious agenda.\u003C/p>\n\n\u003Chr />\n\u003Ch4>\u003Cstrong>Massive Public Spending to Boost Growth and Independence\u003C/strong>\u003C/h4>\n\n\u003Cp>European nations are gearing up for significant state-led investments, with a focus on defense and energy infrastructure. The European Union plans to allocate \u003Cstrong>€800 billion by 2030\u003C/strong> to bolster defense capabilities, while Germany has committed \u003Cstrong>€500 billion\u003C/strong> to energy and infrastructure projects. These expenditures aim to stimulate economic growth and enhance Europe’s strategic autonomy, reducing reliance on external powers amid geopolitical tensions.\u003C/p>\n\n\u003Chr />\n\u003Ch4>\u003Cstrong>Defense Spending: A Dual-Purpose Engine\u003C/strong>\u003C/h4>\n\n\u003Cp>\u003Cpicture class=\"image-align-right\">\u003Csource srcset=\"https://cdn.quasa.io/photos/01/image-2025-07-03t103343638.webp\" type=\"image/webp\">\u003Cimg alt=\"Goldman Sachs Asset Management’s "Path to Renewal (Europe)": Key Insights and Opportunities\" class=\"image-align-right\" height=\"225\" src=\"https://cdn.quasa.io/photos/01/image-2025-07-03t103343638.jpg\" width=\"300\" />\u003C/picture>Beyond security, increased defense spending is emerging as a potent economic driver. Goldman Sachs analysis suggests that every euro invested in defense could add \u003Cstrong>60 to 70 cents to GDP\u003C/strong>, potentially boosting the EU economy by \u003Cstrong>0.5-0.7% annually\u003C/strong> over the next four years.\u003C/p>\n\n\u003Cp>This growth is fueled by investments in equipment and infrastructure, creating a ripple effect across industries. Historically, military R&D — such as the U.S. DARPA’s role in developing the internet and GPS — has spawned civilian breakthroughs, and Europe’s defense budgets, particularly Germany’s biotech prowess, could yield similar innovations.\u003C/p>\n\n\u003Ch4>\u003Cstrong>Challenges to Execution\u003C/strong>\u003C/h4>\n\n\u003Cp>Despite the bold targets, full implementation remains uncertain. Divergent economic conditions across EU nations like France, Italy, and Spain limit their spending capacity. Past initiatives, such as the NextGenerationEU fund, highlight the complexity and delays in fund allocation. Europe’s dependence on the U.S. and China for critical raw materials and technologies, coupled with high energy costs, further complicates the picture.\u003C/p>\n\n\u003Chr />\n\u003Ch4>\u003Cstrong>Ripple Effects Across Industries\u003C/strong>\u003C/h4>\n\n\u003Cp>The defense boom will benefit more than just aerospace and defense giants. Supply chain analyses reveal “hidden” opportunities in niche sectors, such as companies developing 3D platforms for industrial manufacturing, which are becoming vital for efficient military production. Meanwhile, the push to revitalize European industry and expand data centers will spike electricity demand. With \u003Cstrong>40% of Europe’s energy grid over 40 years old\u003C/strong>, an estimated \u003Cstrong>€500 billion\u003C/strong> in upgrades over the next decade will open doors for firms in energy production, transmission, and storage.\u003C/p>\n\n\u003Chr />\n\u003Ch4>\u003Cstrong>Germany’s €500 Billion Fund and Infrastructure Boom\u003C/strong>\u003C/h4>\n\n\u003Cp>Germany’s hefty €500 billion fund will drive major infrastructure projects and modernizations, benefiting cement, concrete, and construction material producers initially, with broader gains for the building sector. However, labor shortages and bureaucratic delays could slow progress, posing risks to timelines.\u003C/p>\n\n\u003Chr />\n\u003Ch4>\u003Cstrong>Banking and Related Sectors to Thrive\u003C/strong>\u003C/h4>\n\n\u003Cp>European banks stand to profit from heightened corporate activity, traditionally financing large-scale projects. Demand will also rise in packaging, chemical production (e.g., adhesives, plastics), and heavy industries (steel, aluminum, copper), with industrial gases playing a pivotal role in manufacturing processes.\u003C/p>\n\n\u003Chr />\n\u003Ch4>\u003Cstrong>Market Inefficiencies and Investment Opportunities\u003C/strong>\u003C/h4>\n\n\u003Cp>The European equity market offers a diverse, less concentrated landscape compared to the U.S., where a few tech giants dominate. Slower information dissemination and fewer analysts create “market inefficiencies,” enabling active fund managers to uncover undervalued stocks and achieve “alpha”—returns above market averages. Historically, European managers have outperformed their U.S. counterparts, capitalizing on this dynamic.\u003C/p>\n\n\u003Ch4>\u003Cstrong>Undervalued Stocks with Dividend Appeal\u003C/strong>\u003C/h4>\n\n\u003Cp>European stocks are currently undervalued relative to their American peers, even accounting for the lower tech weighting. Companies here have a strong track record of dividend payments and share buybacks, enhancing their attractiveness. After years of capital outflows, the region now presents significant potential for a global investment resurgence.\u003C/p>\n\n\u003Chr />\n\u003Cp>\u003Cstrong>Also read:\u003C/strong>\u003C/p>\n\n\u003Cul>\n\t\u003Cli>\u003Ca href=\"https://quasa.io/media/new-bluetooth-vulnerabilities-turn-headphones-into-eavesdropping-devices\">New Bluetooth Vulnerabilities Turn Headphones into Eavesdropping Devices\u003C/a>\u003C/li>\n\t\u003Cli>\u003Ca href=\"https://quasa.io/media/baidu-to-open-source-its-ernie-generative-ai-model-signaling-a-strategic-shift\">Baidu to Open-Source Its Ernie Generative AI Model, Signaling a Strategic Shift\u003C/a>\u003C/li>\n\t\u003Cli>\u003Ca href=\"https://quasa.io/media/atomic-heart-2-to-launch-humanity-into-the-stars-mundfish-reveals-exciting-sequel-details\">Atomic Heart 2 to Launch Humanity into the Stars: Mundfish Reveals Exciting Sequel Details\u003C/a>\u003C/li>\n\u003C/ul>\n\n\u003Chr />\n\u003Ch4>\u003Cstrong>Conclusion\u003C/strong>\u003C/h4>\n\n\u003Cp>Goldman Sachs’ *Path to Renewal (Europe)* paints a picture of a continent on the cusp of economic reinvention. While challenges like funding delays and external dependencies persist, the strategic focus on defense, infrastructure, and industrial renewal promises substantial growth. For investors, the blend of undervalued equities, market inefficiencies, and sector-wide opportunities makes Europe a compelling frontier as of July 2025.\u003C/p>\n\n\u003Cp>Author: \u003Ca href=\"https://www.linkedin.com/in/slava-vasipenok/\">Slava Vasipenok\u003C/a>\u003Cbr />\nFounder and CEO of \u003Ca href=\"https://quasa.io/team\">QUASA\u003C/a> (quasa.io) - Daily insights on Web3, AI, Crypto, and Freelance. Stay updated on finance, technology trends, and creator tools - with sources and real value.\u003C/p>\n\n\u003Cp>Innovative entrepreneur with over 20 years of experience in IT, fintech, and blockchain. Specializes in decentralized solutions for freelancing, helping to overcome the barriers of traditional finance, especially in developing regions.\u003C/p>\n\n\u003Cp>This is not financial or investment advice. Always do your own research (DYOR).\u003C/p>","goldman-sachs-asset-management-s-path-to-renewal-europe-key-insights-and-opportunities","2025-07-03T08:35:00.000000Z","2025-07-19T03:34:00.000000Z","19.07.2025",{"image":82,"image_webp":83,"thumb":84,"thumb_webp":85},"https://cdn.quasa.io/images/news/HxkzbYisg9nqvAbbDoLJojuYwTLYmPzi0vSXknOh.jpg","https://cdn.quasa.io/images/news/HxkzbYisg9nqvAbbDoLJojuYwTLYmPzi0vSXknOh.webp","https://cdn.quasa.io/thumbs/news-thumb/images/news/HxkzbYisg9nqvAbbDoLJojuYwTLYmPzi0vSXknOh.jpg","https://cdn.quasa.io/thumbs/news-thumb/images/news/HxkzbYisg9nqvAbbDoLJojuYwTLYmPzi0vSXknOh.webp","small",null,1460,0,"en",{"id":22,"title":23,"slug":24,"meta_title":92,"meta_description":93,"meta_keywords":92,"deleted_at":87,"created_at":94,"updated_at":95,"lang":90},"All the community news from around the world","From heart warming stories to everyday heroes and shocking events, we've got the latest real life stories to keep you entertained","2025-01-10T08:48:23.000000Z","2025-01-10T09:34:07.000000Z",[97,112,125,137,149],{"title":98,"description":99,"slug":100,"created_at":101,"publish_at":102,"formatted_created_at":103,"category":104,"links":105,"view_type":86,"video_url":87,"views":110,"likes":89,"lang":90,"comments_count":89,"is_pinned":111},"Baidu Drops ERNIE-Image: A Compact 8B Open-Source Text-to-Image Model That Tops the Charts","Baidu has just released ERNIE-Image — a new open-weight text-to-image generator that is already turning heads in the AI community.","baidu-drops-ernie-image-a-compact-8b-open-source-text-to-image-model-that-tops-the-charts","2026-04-17T11:57:35.000000Z","2026-04-20T03:44:00.000000Z","20.04.2026",{"title":47,"slug":48},{"image":106,"image_webp":107,"thumb":108,"thumb_webp":109},"https://cdn.quasa.io/images/news/1QiOJcmqi34aQvnRfCwi97GmGUD4JPEukbjf4csU.jpg","https://cdn.quasa.io/images/news/1QiOJcmqi34aQvnRfCwi97GmGUD4JPEukbjf4csU.webp","https://cdn.quasa.io/thumbs/news-thumb/images/news/1QiOJcmqi34aQvnRfCwi97GmGUD4JPEukbjf4csU.jpg","https://cdn.quasa.io/thumbs/news-thumb/images/news/1QiOJcmqi34aQvnRfCwi97GmGUD4JPEukbjf4csU.webp",13,false,{"title":113,"description":114,"slug":115,"created_at":116,"publish_at":116,"formatted_created_at":117,"category":118,"links":119,"view_type":86,"video_url":87,"views":124,"likes":89,"lang":90,"comments_count":89,"is_pinned":111},"Cloudflare Just Made Email a First-Class Citizen for AI Agents — And Traditional Email Services Are Feeling It","On April 17, 2026, Cloudflare quietly turned a long-standing dream into reality: it moved Email Service into public beta and added full Email Sending alongside the years-old Email Routing.","cloudflare-just-made-email-a-first-class-citizen-for-ai-agents-and-traditional-email-services-are-feeling-it","2026-04-19T18:41:05.000000Z","19.04.2026",{"title":43,"slug":44},{"image":120,"image_webp":121,"thumb":122,"thumb_webp":123},"https://cdn.quasa.io/images/news/BL8rqDdPh380Xfk5TP00aXBFWdOVXI5BUQ1TuSaC.jpg","https://cdn.quasa.io/images/news/BL8rqDdPh380Xfk5TP00aXBFWdOVXI5BUQ1TuSaC.webp","https://cdn.quasa.io/thumbs/news-thumb/images/news/BL8rqDdPh380Xfk5TP00aXBFWdOVXI5BUQ1TuSaC.jpg","https://cdn.quasa.io/thumbs/news-thumb/images/news/BL8rqDdPh380Xfk5TP00aXBFWdOVXI5BUQ1TuSaC.webp",62,{"title":126,"description":127,"slug":128,"created_at":129,"publish_at":129,"formatted_created_at":117,"category":130,"links":131,"view_type":86,"video_url":87,"views":136,"likes":89,"lang":90,"comments_count":89,"is_pinned":111},"Mozilla Nails It: Thunderbolt Brings “ChatGPT at Home” to the Enterprise — Without Vendor Lock-In","While OpenAI and Anthropic race to sell their proprietary AI platforms to big corporations, Mozilla’s subsidiary MZLA Technologies has taken a very different route.","mozilla-nails-it-thunderbolt-brings-chatgpt-at-home-to-the-enterprise-without-vendor-lock-in","2026-04-19T15:37:27.000000Z",{"title":58,"slug":63},{"image":132,"image_webp":133,"thumb":134,"thumb_webp":135},"https://cdn.quasa.io/images/news/qaAODXSpJy6qpJc0eO9DQ2Y6ccJR1tlL5i3mN0kV.jpg","https://cdn.quasa.io/images/news/qaAODXSpJy6qpJc0eO9DQ2Y6ccJR1tlL5i3mN0kV.webp","https://cdn.quasa.io/thumbs/news-thumb/images/news/qaAODXSpJy6qpJc0eO9DQ2Y6ccJR1tlL5i3mN0kV.jpg","https://cdn.quasa.io/thumbs/news-thumb/images/news/qaAODXSpJy6qpJc0eO9DQ2Y6ccJR1tlL5i3mN0kV.webp",78,{"title":138,"description":139,"slug":140,"created_at":141,"publish_at":141,"formatted_created_at":117,"category":142,"links":143,"view_type":86,"video_url":87,"views":148,"likes":89,"lang":90,"comments_count":89,"is_pinned":111},"X Is Finally Cracking Down on Unlabeled Ads — And It’s Personal","For years, X (formerly Twitter) has been a playground for undisclosed promotions, coordinated spam networks, and “native” advertising that masquerades as organic content.","x-is-finally-cracking-down-on-unlabeled-ads-and-it-s-personal","2026-04-19T15:07:48.000000Z",{"title":65,"slug":66},{"image":144,"image_webp":145,"thumb":146,"thumb_webp":147},"https://cdn.quasa.io/images/news/CQJ1gdssFGyJpfhfmRU2X4WT5fk5Boc8APXsjWX6.jpg","https://cdn.quasa.io/images/news/CQJ1gdssFGyJpfhfmRU2X4WT5fk5Boc8APXsjWX6.webp","https://cdn.quasa.io/thumbs/news-thumb/images/news/CQJ1gdssFGyJpfhfmRU2X4WT5fk5Boc8APXsjWX6.jpg","https://cdn.quasa.io/thumbs/news-thumb/images/news/CQJ1gdssFGyJpfhfmRU2X4WT5fk5Boc8APXsjWX6.webp",80,{"title":150,"description":151,"slug":152,"created_at":153,"publish_at":154,"formatted_created_at":117,"category":155,"links":156,"view_type":86,"video_url":87,"views":161,"likes":89,"lang":90,"comments_count":89,"is_pinned":111},"Bitcoin Developers Propose BIP-361: Quantum-Proof Migration That Would Freeze Millions of Legacy Coins","In a move that could reshape the security of Bitcoin’s unspent transaction outputs forever, Bitcoin developers have introduced BIP-361 — officially titled “Post Quantum Migration and Legacy Signature Sunset.”","bitcoin-developers-propose-bip-361-quantum-proof-migration-that-would-freeze-millions-of-legacy-coins","2026-04-17T11:38:06.000000Z","2026-04-19T11:29:00.000000Z",{"title":43,"slug":44},{"image":157,"image_webp":158,"thumb":159,"thumb_webp":160},"https://cdn.quasa.io/images/news/XW07GuAbFLRaVskP2iUsv0witLmM4GwiSlwMPZpp.jpg","https://cdn.quasa.io/images/news/XW07GuAbFLRaVskP2iUsv0witLmM4GwiSlwMPZpp.webp","https://cdn.quasa.io/thumbs/news-thumb/images/news/XW07GuAbFLRaVskP2iUsv0witLmM4GwiSlwMPZpp.jpg","https://cdn.quasa.io/thumbs/news-thumb/images/news/XW07GuAbFLRaVskP2iUsv0witLmM4GwiSlwMPZpp.webp",99,[163,176,192,204,219],{"title":164,"description":165,"slug":166,"created_at":167,"publish_at":168,"formatted_created_at":169,"category":170,"links":171,"view_type":86,"video_url":87,"views":174,"likes":175,"lang":90,"comments_count":89,"is_pinned":111},"The Anatomy of an Entrepreneur","Entrepreneur is a French word that means an enterpriser. Enterprisers are people who undertake a business or enterprise with the chance of earning profits or suffering from loss.","the-anatomy-of-an-entrepreneur","2021-08-04T15:18:21.000000Z","2025-12-14T06:09:00.000000Z","14.12.2025",{"title":65,"slug":66},{"image":172,"image_webp":87,"thumb":173,"thumb_webp":173},"https://cdn.quasa.io/images/news/mVsXPTMuHZuI7UXCsENgL1Qwp1uSOf7Rz3uVPMfm.webp","https://cdn.quasa.io/thumbs/news-thumb/images/news/mVsXPTMuHZuI7UXCsENgL1Qwp1uSOf7Rz3uVPMfm.webp",70876,2,{"title":177,"description":178,"slug":179,"created_at":180,"publish_at":181,"formatted_created_at":182,"category":183,"links":184,"view_type":189,"video_url":87,"views":190,"likes":191,"lang":90,"comments_count":89,"is_pinned":111},"Advertising on QUASA","QUASA MEDIA is read by more than 400 thousand people a month. We offer to place your article, add a link or order the writing of an article for publication.","advertising-on-quasa","2022-07-06T07:33:02.000000Z","2025-12-15T17:33:02.000000Z","15.12.2025",{"title":58,"slug":63},{"image":185,"image_webp":186,"thumb":187,"thumb_webp":188},"https://cdn.quasa.io/images/news/45SvmdsTQbiyc3nxgbyHY1mpVbisYyub2BCHjqBL.jpg","https://cdn.quasa.io/images/news/45SvmdsTQbiyc3nxgbyHY1mpVbisYyub2BCHjqBL.webp","https://cdn.quasa.io/thumbs/news-thumb/images/news/45SvmdsTQbiyc3nxgbyHY1mpVbisYyub2BCHjqBL.jpg","https://cdn.quasa.io/thumbs/news-thumb/images/news/45SvmdsTQbiyc3nxgbyHY1mpVbisYyub2BCHjqBL.webp","large",70641,4,{"title":193,"description":194,"slug":195,"created_at":196,"publish_at":197,"formatted_created_at":198,"category":199,"links":200,"view_type":86,"video_url":87,"views":203,"likes":191,"lang":90,"comments_count":89,"is_pinned":111},"What is a Startup?","A startup is not a new company, not a tech company, nor a new tech company. You can be a new tech company, if your goal is not to grow high and fast; then, you are not a startup. ","what-is-a-startup","2021-08-04T12:05:17.000000Z","2025-12-17T13:02:00.000000Z","17.12.2025",{"title":65,"slug":66},{"image":201,"image_webp":87,"thumb":202,"thumb_webp":202},"https://cdn.quasa.io/images/news/EOsQhSW3VXyG7a6NPdE1oZd00xfJXe3bjY5aJGb7.webp","https://cdn.quasa.io/thumbs/news-thumb/images/news/EOsQhSW3VXyG7a6NPdE1oZd00xfJXe3bjY5aJGb7.webp",68272,{"title":205,"description":206,"slug":207,"created_at":208,"publish_at":209,"formatted_created_at":210,"category":211,"links":212,"view_type":86,"video_url":87,"views":217,"likes":175,"lang":90,"comments_count":218,"is_pinned":111},"Top 5 Tips to Make More Money as a Content Creator","Content creators are one of the most desired job titles right now. Who wouldn’t want to earn a living online?","top-5-tips-to-make-more-money-as-a-content-creator","2022-01-17T17:31:51.000000Z","2026-01-17T11:30:00.000000Z","17.01.2026",{"title":19,"slug":20},{"image":213,"image_webp":214,"thumb":215,"thumb_webp":216},"https://cdn.quasa.io/images/news/gP8kiumBPpJmQv6SMieXiX1tDetx43VwFfO1P4Ca.jpg","https://cdn.quasa.io/images/news/gP8kiumBPpJmQv6SMieXiX1tDetx43VwFfO1P4Ca.webp","https://cdn.quasa.io/thumbs/news-thumb/images/news/gP8kiumBPpJmQv6SMieXiX1tDetx43VwFfO1P4Ca.jpg","https://cdn.quasa.io/thumbs/news-thumb/images/news/gP8kiumBPpJmQv6SMieXiX1tDetx43VwFfO1P4Ca.webp",42243,1,{"title":220,"description":221,"slug":222,"created_at":223,"publish_at":224,"formatted_created_at":225,"category":226,"links":227,"view_type":189,"video_url":87,"views":232,"likes":175,"lang":90,"comments_count":89,"is_pinned":111},"8 Logo Design Tips for Small Businesses","Your logo tells the story of your business and the values you stand for.","8-logo-design-tips-for-small-businesses","2021-12-04T21:59:52.000000Z","2025-05-05T03:30:00.000000Z","05.05.2025",{"title":15,"slug":16},{"image":228,"image_webp":229,"thumb":230,"thumb_webp":231},"https://cdn.quasa.io/images/news/Wbx2NtS1CnTupgoQbpFMGspJ5jm4uob2hDOq33r0.jpg","https://cdn.quasa.io/images/news/Wbx2NtS1CnTupgoQbpFMGspJ5jm4uob2hDOq33r0.webp","https://cdn.quasa.io/thumbs/news-thumb/images/news/Wbx2NtS1CnTupgoQbpFMGspJ5jm4uob2hDOq33r0.jpg","https://cdn.quasa.io/thumbs/news-thumb/images/news/Wbx2NtS1CnTupgoQbpFMGspJ5jm4uob2hDOq33r0.webp",41337,[234,235,236,237,238,239,240,241,242,243,244,245,246],{"title":23,"slug":24},{"title":47,"slug":48},{"title":55,"slug":56},{"title":43,"slug":44},{"title":51,"slug":52},{"title":31,"slug":32},{"title":35,"slug":36},{"title":27,"slug":28},{"title":19,"slug":20},{"title":15,"slug":16},{"title":58,"slug":63},{"title":11,"slug":12},{"title":65,"slug":66}]