Aerospace and Defence Market Insights, July 2025
Amid increasing geopolitical tensions, uncertain US support under President Trump and a strategic imperative for industrial resilience, European governments are fundamentally reshaping defence policy - not just for security, but as a cornerstone of industrial strategy.
In our latest Aerospace and Defence Newsletter, we explore:
- Record defence spending growth in Europe and its strategic implications
- How defence investment is becoming central to industrial renewal and resilience
- Why the UK’s NSIA favours domestic investors in defence M&A
- The UK’s Strategic Defence Review and new initiatives accelerating defence innovation