Defense and European sovereignty, savings issues according to Tikehau Capital
According to Henry Marcoux, deputy general manager of Tikehau Capital, European defense and sovereignty are strategic priorities for French savings. This marks a new era of investment.
Europe is rearming and redefining its industrial strategy. This “paradigm shift” opens up new investment opportunities in defense and security, accessible to individual investors.
The environment has changed. Tensions with Russia, the Middle East, China, and the United States have highlighted the need for European collective sovereignty in the face of evolving global challenges.
Structural Change
This poses a central question: does Europe still have a true deterrence capability? The concept of deterrence now extends beyond France, impacting the collective sovereignty of the European Union. The ongoing transformation emphasizes a structural change in defense priorities.
The ReArm Europe Plan/Readiness 2030 aims to allocate significant funds in defense by 2029, supported by national initiatives and increased defense spending commitments from NATO countries.
Three Investment Solutions
Tikehau Capital has established a specialized investment team in aerospace and defense, partnering with industry leaders to provide investment opportunities in the sector. Various investment products are now available to institutional and retail clients to capitalize on the growth potential in defense and security sectors.
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