Section
Defence
2 posts
European defense stocks: The magnitude of Europe’s rearmament remains underappreciated
Heightened geopolitical tensions have refocused attention on increasing military spending globally. Despite a strong start to 2026, markets continue to underestimate the scale and durability of Europe’s defense spending cycle, say Portfolio Managers Christopher O’Malley and Julian McManus.
AI, Defense, and a New Private Markets Playbook with Ash Lawrence
Listen on The Move Private markets are quietly being rewritten in real time—and in this conversation, Ash…