安联研究：欧盟选举，我们在期待什么？（2024）（英文版）（20页）.pdf

1、04A new political cycle06What Europeans want 09Looking back,looking forward:Where does the EU Commission go from here?04 June 2024Allianz ResearchWhat to expect from the European electionsAllianzTrade2 With an expected 60%participation rate,the 2024 EU elections are set to be a pivotal moment for th

2、e European Parliament.Addressing poverty(33%)and public health(32%)are voters top priorities,according to the April 2024 Eurobarometer survey,while the top five topics that emerge from political parties manifestos are climate and energy,security and defense,competitiveness and growth,foreign policy

3、and fiscal and industrial policies.We expect the main centrist parties to still secure a majority of the 720 seats,but right-wing parties are likely to secure more support,which could alter the EUs legislative priorities and overall direction on some topics,notably security and defense.The next EU C

4、ommission should prioritize enhancing EU competitiveness,revamping foreign policy on trade,fortifying defense and security,addressing climate change and strategizing fiscal policies.To boost competitiveness,the EU needs to foster a culture of innovation,increase investment in R&D and embrace digitiz

5、ation and AI to drive productivity gains.On foreign policy,the EU needs to focus on its strength in trade and strive for a dual strategy of new FTAs and smaller bilateral agreements on specific topics that are easier to reach but often important in impact.On defense and security,policies must adapt

6、to a changing security landscape and reallocate resources from within the EU budget to common defense spending.Meanwhile,fiscal policy needs to become more strategic with a long-term vision that supports strategic industries,economic stability and growth through counter-cyclical spending and taxatio