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AI Gold Rush: Europe's Overlooked Small-Cap Opportunity

AI Gold Rush: Europe's Overlooked Small-Cap Opportunity

finews Podcast vor 1 Woche

0:00

12:16

European small and mid-cap stocks are trading at a discount to
large caps—and Birgitte Olsen thinks the market has it wrong. In
this finews.com podcast, Bellevue Asset Management's head of
entrepreneur investments explains why Europe's specialized
suppliers stand to benefit from the AI spending boom,
infrastructure investment, and the push for energy security.

She also makes the case for family-controlled businesses,
identifies the governance red flags that concern her, and
explains why a sustained market recovery needs fresh capital. Her
message for investors: finding opportunities during a crisis
takes curiosity, discipline, and the resolve to stay invested.