EU bank-saving raid can boost tired capital market

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European Union leaders could pull trillions from the bloc’s collective couch cushions by offering savers an easier way to invest in stocks, according to the former Italian prime minister tasked with injecting new life into the single market.

BRUSSELS, April 17 - In a report prepared for a summit starting Wednesday, Enrico Letta bemoaned Europeans’ habit of keeping money in bank accounts or life insurance products. For savers to have more trust in EU equity markets, Brussels should give them something better to buy.

Past efforts to draw retail investors into capital markets have been too small, too expensive or both. Products with acronyms like “PEPP”, “UCITS” or “ELTIF” are heavily regulated to protect retail investors and have failed to keep up with easy-to-access U.S. capital markets. In 2023, European UCITS saw a $38 billionEU savers seeking a garden-variety mutual fund face big differences in tax rules and licensing requirements across the different countries.

But the bloc is desperate to boost its equity markets to keep more startups at home and fund clean energy and other expensive projects. Letta reckons EU citizens send about 300 billion euros of their savings abroad each year, mostly to the United States. Simply creating a new retail-focused fund alone might not reverse the flow, though it’s a good place to start.

 

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