Replay: Europe’s shift on defence independence: too big to ignore
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Marketing communication for professional clients and qualified investors.
As Europe has entered an era of rearmament driven by uncertainties in US security guarantees and the shifting geopolitical landscape, countries such as Germany and France are considering increasing their military spending significantly.
Watch the replay to explore this transformation and the unique opportunity it may present for investors seeking long-term growth in the defence sector.
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Meet our speakers

Didier Borowski
Head of Macro Policy Research & Deputy Head of Global Macro Economics - Amundi Investment Institute

Guy Stear
Head of Developed Markets Strategy - Amundi Investment Institute

Ross Finlayson
Head of Markets and Product Strategies
- Amundi ETF & Indexing