Aerospace and Defense: The Continent Strikes Back

A long time ago in a galaxy far, far away, the free world left its defense to America. That is about to change: investment is a strong theme across aerospace and defense, with the sector set to experience levels of activity not seen in decades, especially in Europe. Dynamics are changing between established alliances amid new conflicts and commitments, as well as the advancement of transformative technologies such as drones. We explore the key aerospace and defense investment themes amid an increasingly unpredictable world.