Report
Eric BENOIST

U.S. Defence Companies: ignore at your own peril…

In recent months, equity investors have increasingly turned their attention to European defence companies, driven by shifting international relations and reduced U.S. support for conflicts like Ukraine, prompting Europe to bolster its own capabilities.However, overlooking U.S. defence companies would be a misstep, as firms like Lockheed Martin, RTX, and Northrop Grumman remain global leaders, underpinned by a massive U.S. budget, unmatched technological innovation, and critical partnerships around the world…
Provider
Natixis
Natixis

Based across the world’s leading financial centers, Natixis CIB Research offers an integrated view of the markets. The team provides support to inform Natixis clients’ investment and hedging decisions across all asset classes.

 

Analysts
Eric BENOIST

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