European asset managers are reconsidering investment policies in the defense sector due to client pressure and escalating geopolitical tensions. Legal & General, the UK’s largest investor, stated that defense’s importance has “risen dramatically,” prompting a review of its exposure to defense stocks. Other major firms, including UBS and Allianz Global Investors, are also reassessing their positions, signaling a broader shift toward military investments. Some funds have already begun increasing their allocations to defense, reflecting growing acceptance of the sector amid rising security threats in Europe. This trend highlights a changing investment landscape, as defense spending becomes a strategic priority for European nations.
Related Posts
ESA Launches HydRON Optical Data Relay Network to Enhance Satellite Connectivity
- Veiko Lukmann
- 14/03/2025
- 0
The European Space Agency (ESA) has initiated the HydRON program, a multi-orbit optical data relay network designed to improve satellite connectivity between low Earth orbit (LEO), geostationary orbit (GEO), and terrestrial networks. Utilizing lasers capable of transmitting up to 100 gigabits per second, the project is expected to revolutionize data transmission for sectors like Earth observation and defense. Kepler Communications secured a €36 million contract to develop the first element of the network, while ESA has also contracted Thales Alenia Space to build the second component. This collaboration marks a major step forward in advancing optical satellite communications technology. Original […]
Eutelsat Conducts World’s First 5G Satellite Trial, Shares Surge 9%
- Veiko Lukmann
- 25/02/2025
- 0
Eutelsat successfully completed the world’s first 5G Non-Terrestrial Network (NTN) trial using OneWeb’s low Earth orbit (LEO) satellites, boosting its shares by 9% on Monday. The trial is part of the European Commission’s IRIS² program, which aims to expand global internet access through satellite investments. The initiative will deploy 270 LEO satellites and 18 medium Earth orbit (MEO) satellites, with full operation expected by 2030. The test involved equipment from Airbus, MediaTek, Sharp, and Rohde & Schwarz, demonstrating potential cost reductions in satellite broadband for 5G devices. The breakthrough underscores Europe’s push for independent satellite connectivity and global 5G expansion. […]
EU kick starts new secure satellite constellation
- Veiko Lukmann
- 17/12/2024
- 0
The European Commission has awarded contracts for the €10.6 billion IRIS² satellite constellation, a project designed to provide secure, encrypted communications for EU governments and develop new commercial services. Comprising over 280 satellites, IRIS² marks Europe’s third major space initiative after Galileo and Copernicus, addressing concerns about Elon Musk’s Starlink network and Europe’s “digital sovereignty.” The first launch is planned for mid-2029, with full deployment expected by 2030. Led by a consortium of Eutelsat, Hispasat, and SES, the project will include Airbus and Thales Alenia Space as suppliers after their withdrawal from full membership due to economic risks. Partially EU-funded […]