In this audio segment from our recent Insight Matters publication, our experts examine recent shifts in European defence spending, considering the macroeconomic and market implications of this evolving landscape and what it could mean for the future of the sector.

Read the full report here: Insight Matters report, Autumn 2025 | TrinityBridge

This podcast is brought to you by TrinityBridge – trinitybridge.com – and features James Tulloch, Senior Investment Specialist, in conversation with Ben Butcher, Equity Analyst. 

We’ve created this podcast to set out possible approaches. Please do not view it as financial advice, or its content as investment recommendations. Just because an investment or an investment strategy has performed well in the past, does not mean it will continue to do so. Our predictions are based on information that is currently available, however events and markets can and do change rapidly.