How defence stocks’ staying power translates into investment strategy
Long-run macro themes can be tricky to translate into equity portfolio strategy, but war could prove an exception to this…
Long-run macro themes can be tricky to translate into equity portfolio strategy, but war could prove an exception to this…
Defence industry and services are increasingly focussed on the needs to play their part in the drive to reduce carbon emissions in a bid to reach national net zero targets,…
Throughout the 20th century, the aerospace industry was consumed by the pursuit of speed, culminating in supersonic commercial air travel. From the early pioneers in the 1910s and 20s, through…
Discussions surrounding 5G tactical communications systems in defence are often dominated by the arguably ‘hotter’ topics of extra high data speeds and superior performance. Macy Summers, CEO at Blu Wireless…
The naval achievements that the Ukrainian armed forces have accomplished over the past year have been substantial given their fleet size. Having sunk 18 ships since the invasion began including…
2023 started with a buzz around ChatGPT, and more generally around the immense potential that generative artificial intelligence (GenAI) holds. The initial buzz has now reached a feverish pitch with…
Recruitment is a key factor for military services seeking to maintain readiness and poses a unique set of challenges as each generation goes by. For the current and next generation,…