Over the past decade, Europe has answered a crucial question: can it produce innovative, scalable companies? The answer is yes. The harder question now is whether Europe can keep them, help them scale, and show that patient, responsible capital can turn policy ambition into lasting impact. That is why 2026 will be decisive.
As long-term responsible investors, we at APG Asset Management see a clear opportunity. Institutional capital, when deployed with discipline and purpose, can accelerate durable growth and strengthen Europe’s competitiveness and resilience.
In our outlook on investing in European innovation, we share our distinctive approach, including three key lessons from last year and five convictions shaping our investment strategy for the year ahead.