The next wave of defense spending

Podcast: Capital Ideas podcast · Capital Group

Opublikowano: 2026-08-13

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. #CapGroupGlobal For full disclosures go to capitalgroup.com/global-disclosures For our latest insights, practice management ideas and more, subscribe to Capital I...