Capital Ideas podcast

← Capital Ideas podcast13 Aug · 25 min

The next wave of defense spending

The next wave of defense spending13 Aug25 min

Capital Group equity analysts Zach Alexander and Caroline Janin discuss their outlook for the $2.7 trillion defense industry. With ongoing wars in Ukraine and the Middle East, defense spending is on the rise amid a geopolitical realignment that may still be in its early stages. Zach and Caroline offer their views on the investment implications.

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