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ft.com

European defence is so hot right now

Investors suddenly love guns and ammo

giovedì 29 gennaio 2026 New tab

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Sector has jumped nearly 15% this month as investors bet domestic military spending will have to keep rising

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Investors pour billions into Europe’s AI and defence start-ups

Valuations soar as venture capital flows to groups tied to continent’s security and economic sovereignty

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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

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US investors boost defence exposure as global wars fuel spending boom

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

ft.com·2 mesi fa
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Czech arms maker slashes interest costs as investors pile into defence sector

CSG, which supplies ammunition to Ukraine, capitalises on rush of enthusiasm for industry with €1.8bn bond deal

ft.com·1 anni fa