Ken Van Weyenberg, Quentin Duquesne, Equities, Geopolitics
European defence autonomy: rearming with purpose
For decades, European defence budgets were treated as a discretionary line item, a peace dividend to be spent elsewhere. Russia's invasion of Ukraine broke that assumption. The ensuing years featuring a less predictable transatlantic security relationship and the growing importance of cyber, drones and space have only reinforced that break.
