Thematic Interviews – European Defense
27 june 2025
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Our industry specialist manager, Damien Dierickx, shares his analysis in response to three key questions posed by Philippe Toledano, Head of Institutional Investor Relations:
1. Driven by a steady increase in public spending over the past 10 years, and with prospects for further acceleration, is the sector's growth sustainable?
2. Are investment flows, driven by changing ESG perceptions of the sector and thematic deployment, sustainable?
3. After a surge in most stocks, is the sector's valuation justified?
