Europe's Defense Transformation: Spending, Policy, and Investment Opportunities
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Europe's Defense Transformation: Spending, Policy, and Investment Opportunities
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An overview of the European defense market, excluding Russia, highlighting a significant and accelerated increase in investment driven by the changed geopolitical landscape, primarily following the conflict in Ukraine.
We detail the current size and projected growth of defense spending by EU and key European NATO nations, emphasizing the commitment to and achievement of NATO spending targets as a percentage of GDP, with several countries exceeding the 2% benchmark.
We also outlines the key drivers of this transformation, including geopolitical imperatives and strategic alignment within NATO and the EU, alongside emerging trends like technological advancements in AI, cybersecurity, and advanced platforms, as well as industrial and procurement dynamics aiming for greater collaboration and strategic autonomy.
Finally, we discuss investment opportunities in leading European defense companies and attractive market segments, while also addressing the strategic considerations and risks for investors, such as production scalability, supply chain vulnerabilities, fiscal sustainability, and evolving ethical concerns.