Europe's position in the AI race

European Industrials have underperformed for years, but signs of stabilisation are emerging. In Episode 19 of The Barclays Brief, George Featherstone, European Industrials Research Analyst, joins Patrick Coffey to unpack what the next phase of Europe’s Industrial sector could look like – and where early momentum may be building.​

The conversation explores areas of optimism for the sector, from improving consumer spending and housing activity to renewed grid‑infrastructure investment and robust demand for machinery and mining equipment as electrification accelerates.​

Despite early signs of improvement, Europe’s outlook remains constrained by deep‑rooted structural challenges – from elevated energy costs to the AI investment gap and intensifying global competition.​

Listen in for a timely breakdown of the key themes as investors and companies convene at the Barclays 43rd Annual Industrials Select Conference.

Listeners can hear more on this topic:​

1. Barclays Brief #17 - Mining & metals: Meltdown or opportunity?
2. The Flip Side #80 - Is US equities exceptionalism finally cracking?

Clients can read more on Barclays Live:​

1. Euro Area Outlook: Europe at Different Speeds
2. Global Industrials: Supply chain reshuffle: what's now and next?
3. European Capital Goods: Year Ahead 2026 - Mean Reversion

This content is for informational purposes only and does not constitute investment advice or a recommendation. Views expressed are those of the speakers and may not reflect those of the firm. Any forward-looking statements are based on current assumptions and subject to risks and uncertainties.

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