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The IPO wave reshaping the European defence sector
defence-8.jpg
Aneeka Gupta
Aneeka Gupta

The IPO wave reshaping the European defence sector

This blog explores the wave of European defence initial public offerings (IPOs) reshaping the sector's investment landscape, from Hensoldt's 2020 listing through to RENK, CSG and Vincorion, and the upcoming listings of KNDS and WB Electronics. It examines why 2026 marks a watershed year for European defence equity, how investor scrutiny is maturing, and what the broadening of the investable universe means for those with exposure to the structural rearmament theme.

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EU DefenceMegatrends
Europe’s road to readiness 2030
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Aneeka Gupta
Aneeka Gupta

Europe’s road to readiness 2030

Europe’s defence sector is entering a phase of structural, long-term investment backed by the European Union, North Atlantic Treaty Organisation (NATO) and national commitments. This shift supports spending visibility, industrial consolidation and cross-border collaboration. Companies with niche capabilities are well positioned to capture this opportunity.

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EU DefenceEquitiesEurope / Eurozone
From Gripens to Goshawks: The drone-driven reinvention of European defence
defence-7.jpg
Samuel Rines
Aneeka Gupta
Samuel Rines, Aneeka Gupta

From Gripens to Goshawks: The drone-driven reinvention of European defence

European defence is undergoing a drone-driven transformation, with Saab and Leonardo leading the charge. Saab focuses on AI-driven autonomy and swarming systems, while Leonardo combines indigenous UAVs like the Falco Astore with a strategic Baykar joint venture. Together, they highlight Europe's shift toward tech-enabled, sovereign defence capabilities.

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EU DefenceEquitiesEurope / EurozoneUS
The key takeaways from the NATO summit
europe-3.webp
Aneeka Gupta
Aneeka Gupta

The key takeaways from the NATO summit

During NATO’s 24-26 Jun 2025 Hague summit, allies are expected to endorse a 5%-of-GDP defence goal (3.5% core, 1.5% cybersecurity/infrastructure) and link access to the EU’s €150 bn STEP programme to measurable progress. This framework could gradually lift demand for NATO-compatible European aerospace, munitions and ISR firms.

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EU DefenceEurope / EurozoneUS
NATO’s turning point: the 2025 summit’s impact on European defence stocks
europe.webp
Aneeka Gupta
Aneeka Gupta

NATO’s turning point: the 2025 summit’s impact on European defence stocks

The 2025 NATO Summit could mark a turning point in European defence, with proposed spending hikes, EU funding tied to military investment, and a shift toward local procurement. WisdomTree’s Europe Defence strategy is well-positioned to capture the potential upside of Europe’s reindustrialisation and evolving strategic priorities.

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EU DefenceEquitiesEurope / EurozoneMegatrends
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