Macro Strategist, Model Portfolios
Samuel Rines is a Macro Strategist at WisdomTree, where he extends the firm's custom model portfolio management capabilities. Before joining WisdomTree in 2024, he was the Managing Director at CORBU, LLC, leading the PolyMacro advisory product. With over a decade of experience in economics and finance, Samuel has held significant roles such as Chief Economist at Avalon Investment & Advisory and Economist and Portfolio Manager at Chilton Capital Management LLC. He is also the author of "After Normal: Making Sense of the Global Economy," and holds a Master’s degree in Economics from the UNH Peter T. Paul College of Business and Economics, as well as having studied Economics at the University of Oxford.
Europe’s defence spend is moving from buying platforms to funding enabling technologies. Rolls-Royce anchors sovereign power and next-generation propulsion, Safran supports the shift toward inertial navigation secure timing and modern sensors. Airbus integrates multi-domain ‘system-of-systems’ architectures. Together they sit at key bottlenecks likely to see repeat procurement and upgrades.
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Europe’s rearmament is accelerating, with German leaders Rheinmetall, HENSOLDT, and RENK central to fixing bottlenecks in ammunition, sensors, and mobility. For investors, multi-year European Union and NATO commitments create durable spending visibility.
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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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