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Strategy Insight

AI and Europe

by Mathieu Savary, Chief Strategist, Developed Markets ex US & Head of Research Innovation  

The AI revolution is having a large impact on many US stocks but European equities have not enjoyed the same benefits. Is Europe really devoid of AI plays?

BCA Research | European Investment Strategy

BCA’s flagship global macro and investment strategy platform, helping investors anticipate regime shifts, connect signals across regions and asset classes, and navigate the world’s most difficult macro questions.

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