Investors in UK defence stocks are aiming too low
The growth profile for the sector has brightened as Europe’s governments prepare to spend more on protection
The growth profile for the sector has brightened as Europe’s governments prepare to spend more on protection

Repeated delays are worrying partners and risk losing key technologies

Funding for five deals across Britain aims to boost local economic growth

Trend reverses prior hesitance over arms investments because of slow growth and perceived conflict with ESG standards

Investors are likely to seek a higher risk premium for British assets

Interest in AI and defence tech start-ups has boosted investor activity after a prolonged slowdown

Industry executives say key aim is to secure European funding as well as contracts with governments