(Alliance News) - EUR3,000 billion in investments are needed by 2030 to relaunch European competitiveness and sovereignty: EUR1,000 billion each for digital and energy infrastructure, defense and protection, in line with the Draghi report.
This is the message that emerged from Mediobanca Research's Global Outlook 2026, presented at the Italian Mid-Cap Conference, where analysts urged investors to look more towards Europe rather than the USA, which currently attracts about two-thirds of global capital flows.
As reported by Il Sole 24 Ore on Wednesday, according to Mediobanca Research, despite geopolitical instability, global growth is expected to continue both in Europe and the USA.
The Old Continent, and Italy in particular, however, offers more attractive valuations, with P/E multiples at a significant discount compared to the USA.
A coordinated program of strategic investments could also mobilize private savings currently sitting in cash and support the recovery of competitiveness, even in the era of artificial intelligence.
In this context, Italian midcaps continue to stand out for their flexibility and adaptability. Over the past 30 years, their revenues have grown by 182%, surpassing those of large corporations and midcaps in France and Germany.
Added value has increased by 65%, with a positive impact also on employment. Despite having only 12% of their plants abroad, these companies generate 42% of their revenues through exports.
The event marked the debut of Mediobanca's new CEO, Alessandro Melzi d'Eril, who reaffirmed the bank's role as a key partner for businesses, focusing on expertise and human capital as the central lever of future strategy.
By Giuseppe Fabio Ciccomascolo, Alliance News senior reporter
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