Quantum Systems, a German drone manufacturer, has secured $1.2 billion in funding, doubling its valuation to approximately $8 billion. The company is capitalizing on increased military spending across Europe.
Ludovic Subran, chief investment officer and chief economist at Allianz, stated that there is insufficient evidence to classify the AI trade as being in bubble territory. He highlighted that emerging-market stocks appear more attractive due to semiconductor demand, while cautioning that Europe may fail to capitalize on the AI dividend.
Ferrovial has been selected as the only Spanish company in Morningstar’s investment recommendations for Q3, according to their latest strategic report.
Lombard Odier’s EMEA CIO Nannette Hechler-Fayd’Herbe discusses the outlook for technology stocks, market volatility, and identifies investment opportunities beyond artificial intelligence and semiconductors.
British asset manager Hayfin completed one of Europe’s largest fundraisings, raising over 15 billion euros for credit funds despite recent turbulence in US markets. The firm emphasized conservative fund structures in its approach.
Novo Nordisk A/S’s largest shareholder is backing a new Italian startup accelerator as part of an initiative to support early-stage life science companies across Europe beyond Denmark’s borders.
Spanish asset managers have experienced a notable decline in fund inflows, capturing €10.528 billion in new money year-to-date, compared to €17.3 billion in the first half of 2025, representing a decrease of approximately €7 billion
Amundi, the European asset manager, has released its market outlook for the second half of the year, positioning European and emerging market assets as attractive opportunities. The firm maintains a moderately positive view despite a fragile geopolitical backdrop, citing widespread artificial intelligence adoption as a key factor. The company expects inflation pressures to persist for another two to three months.
Theo, an onchain capital markets platform, has allocated $20 million to Fidelity International’s tokenized liquidity fund, marking Theo as the first crypto-native investor in the fund. This investment reflects growing institutional interest in tokenized Treasury products and digital asset infrastructure.
M&G Investments’ CIO Fabiana Fedeli discussed investment opportunities in overlooked stocks that have been left behind by the AI trade, while noting that markets like South Korea have shown exuberant behavior. She maintains that there is value in equities, particularly among stocks not directly affected by AI-driven market movements.