GLOBAL DEFENSE AND SECURITY
The Contribution to Peace

INVESTMENT CASE
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  • The best way to maintain peace is to have a strong defense. The global geopolitical instability and Donald Trump’s presidency are major positives for defense spending
     
  • While Trump’s initiatives will spark +10-15% growth on US defense spending, Trump’s election is also having some knock-on effects on US allies, specifically on NATO members
     
  • Even if the US defense budget and most budgets across the world are well balanced between air, sea and land, most of the big dollars over the next few years will be spent on submarines and ships, next-generation aircrafts and unmanned vehicles
     
  • As new projects come online, contractors should benefit from significant revenue upside
     
  • Developments in the civil field from space exploration to biometrics or cyber security are of utter importance given their close links with defense