Our Scans · Organisational reform in the public sector · Weekly Summary

• [New] Significant work remains to be done to reach the 2030 targets on digital skills: only 55.6% of the EU's population has at least basic digital skills and, at the current pace, the number of ICT specialists will reach just 12 million by 2030. Shaping Europe's digital future
• [New] Almost half of the public funding included in National Digital Decade Roadmaps is expected to be phased out by the end of 2026, creating risks for the sustainability of digital transformation efforts. Shaping Europe's digital future
• [New] The Digital Infrastructure Project (2024-2028) is further supporting climate-resilient, secure, and inclusive broadband connectivity by investing in government fiber optic backbone and expanding connectivity to rural schools and health facilities. World Bank Group
• [New] The recently launched European Legal Gateway Office in India serves as a pilot initiative to facilitate mobility of Indian ICT professionals, students and researchers to the EU and addressing the EU Digital Decade target of 20 million ICT specialists by 2030. EEAS
• [New] Additional positive impulses could come from an easing of tensions in the Middle East and in Ukraine. DJE Kapital AG
• [New] France / fiscal policy: Within the eurozone, France remains a particular risk factor. DJE Kapital AG
• [New] Over the medium term, fiscal policy in Europe could turn more restrictive after the expansionary phase in 2026/27. DJE Kapital AG
• [New] US sovereign debt: The debate over the sustainability of US government debt also remains a risk factor. DJE Kapital AG
• [New] The top four risks today are AI capital expenditure, fiscal sustainability, private markets and policy volatility. The Idea Farm
• [New] 2026 will require investors to balance exposure to enduring AI leaders with emerging opportunities in cyclical and international markets, all while remaining vigilant to persistent macro risks. The Idea Farm
• [New] Morgan Stanley covers the second-order effects of AI & automation, noting that while big technological innovations create huge investment opportunities, it's often the companies that leverage the technology, rather than the suppliers that create the most enduring value for investors. The Idea Farm
• [New] Deutsche Bank outlines a strategic framework for incorporating alternatives into long-term asset allocation, emphasizing their role in diversification and risk balance. The Idea Farm
• [New] Morgan Stanley highlights the entrenched home-country bias among U.S. investors, with nearly 15 years of U.S. equity dominance masking broader opportunities abroad. The Idea Farm
• [New] Small-cap markets are set for a promising cycle, driven by expected rate cuts, attractive valuations - in the US and especially internationally-rising earnings, and increased dealmaking. The Idea Farm
• [New] AllianceBernstein expects a more uneven credit landscape in 2026, with dispersion rising as AI infrastructure spending reshapes winners and losers. The Idea Farm
• [New] International stocks could be poised for another strong year in 2026 due to accelerating global growth, attractive valuations and the potential for dollar weakness. The Idea Farm
• [New] The next decade will be defined by disruption in content creation, augmented by generative AI. The Idea Farm
• For 2026, the practical message is to treat AI like any other core business system that affects money, risk, or investors, and to manage it in a structured, disclosure-aware way. JD Supra
• The SEC has identified AI-washing as a clear target: using AI buzzwords to make a business sound more advanced or lower-risk than it is. JD Supra
• Small business owners who embrace agentic AI in 2026 will operate with the efficiency of companies ten times their size. Versalence Blogs
• Gartner's latest forecast is sobering: 40% of enterprise applications will embed task-specific AI agents by the end of 2026, up from less than 5% in 2025. Versalence Blogs
• Biotech must leverage AI to lower its cost base A recent EY AI Pulse Survey of senior leaders across industries suggests that over half will move at least 25% of total budget toward AI investment over the next 12 months. EY
• Approximately 90% of CIOs in the Global 2000 will utilize AIOps solutions by 2026 to automate workload and remediation procedures, boost cost and performance metrics, and increase resilience and agility. Precedence Research

Last updated: 24 June 2026