Europe's security transition as an investment opportunity

Article by Carsten Klude

Europe is facing a turning point in security policy: NATO members have pledged to massively increas their defense spending by 2035 – with enormous consequences for industry, markets, and investors. We show why the European defense industry is on the verge of a multi-year supercycle, which political and financial impulses are now driving an unprecedented surge in demand, and how technological innovations – from artificial intelligence to quantum technology – are operning up new investment opportunities.

Find out why now might be the right time to look at the defense sector, what challenges and risks exist and which developments are currently shaping the markets. Take a look at the most important market data and discover how Europe’s new security architecture is influencing the economy and capital markets.