for asset allocators to unlisted investments
Defence
Turning research into riches
Northern Gritstone chief executive Duncan Johnson believes creating globally significant companies requires much more than capital. He talks to PMP about clusters, talent, investment discipline, infrastructure and the opportunity presented by defence.
Defence, security and resilience: A growing opportunity
The rise of dual-use technologies is blurring the line between commercial and defence markets, creating new growth pathways for UK SMEs and a broader opportunity set for investors, say Andy Bloxam and Matt Smith of Foresight.
Defence and Security Investing Summit report
Institutional investors are reassessing defence, security and resilience as geopolitical risk reshapes markets, ESG frameworks and private market opportunities.
In defence of our rules-based order
Asset owners need to appreciate that their return targets and responsible investment aims all depend on the nation maintaining sufficient resilience and defensive capabilities.
Inside NATO’s push to build a DSR tech venture ecosystem
The €1bn NATO Innovation Fund is deploying venture capital to support dual-use technologies, as governments seek to accelerate defence, stability and resilience innovation.
European transformation: Building Germany’s new Mittelstand
Europe’s largest economy is in a strong position to develop the next generation of critical technologies, writes Michael Lewis, head of ESG research at DWS, supported by government initiatives.
Why private markets are key to defence reset
As governments accelerate spending and security priorities shift, private capital is moving deeper into the defence ecosystem. For institutional investors, the change is testing assumptions about risk, responsibility and their role in delivering security and resilience.
Investing at the crossroads of technology, security and climate
Alex van Someren on deep tech, national security and how investors can navigate the innovation frontier