GEAB 183
War has a long future ahead of it
In line with our article on Europe and Ukraine, we believe that the defence industry has a long and bright future ahead. And as Europe’s strategy to revive the industry will benefit the sector’s majors in the short term, we can only advise you, with a touch of cynism, to invest in the largest capitalisations in the defence sector. Don’t forget the AI sector! European, national and multilateral (NATO[1]) investment plans will certainly benefit the majors, but they will also open up a niche to startups working for the armed forces, such as Helsing (EU) or OpenAI[2].
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