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Key themes from AI adoption to protein demand are suddenly lining up for European stocks
MarketWatch· 2026-02-13 11:53
Core Viewpoint - European stock markets are currently experiencing strong inflows, driven by a convergence of key investment themes that favor them over American equities [1] Group 1: Investment Themes - Morgan Stanley identifies four key themes that investors can exploit in European equity markets: societal changes, geopolitical multipolarity, tech diffusion, and shifts in energy dynamics necessary for AI development [1]