Tag : defence

While sovereign programmes and private constellations drive scale, geopolitical and regulatory risks, and heavy upfront capex, shape investor appetite.

Target allocations to defence have stalled due to ESG mandates, illiquidity and scarcity of scaled assets.

The Singapore bank sees opportunities stemming from Donald Trump's plans to boost military and infrastructure spending, while it is shifting focus away from sovereign bonds.

With the Fifa World Cup kicking off yesterday, we reveal the wing backs in our fund manager dream team. Next we will unveil the midfield picks.