NATO members hitting 2%+ GDP spending: What does it mean for investors?

Presented by

Jane Edmondson, Tom Bailey

About this talk

Russia’s invasion of Ukraine showed that the post-Cold War era is over. Countries are now waking up to their potential security vulnerabilities, be it in terms of military hardware or cyber defences. In 2022, only seven of NATO's then-30 members met the 2% of GDP military spending target set by NATO. But with war breaking out in Europe and tensions ratcheting up elsewhere, NATO members are now taking their defence spending seriously. The 2% target is now spoken of as “a floor not a ceiling.”   At the same time, investors that have previously avoided investing in the defence sector due to ESG concerns are reassessing. For a growing number of investors, companies involved in developing and producing the means for countries to defend themselves against aggressor states should not face automatic exclusion. The new EQM Future of Defence Index captures both the hardware and digital components of this growth in defence spending. Uniquely, the index’s methodology ensures that constituents have contracts with NATO or NATO-allied states. Join our webinar to find out more about the investment opportunity in the ‘Future of Defence’. Speakers: • Jane Edmondson, Co Founder and CEO at EQM Indexes • Tom Bailey, Head of Research at HANetf
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HANetf is an independent ETF provider founded by two of Europe’s leading ETF pioneers, Hector McNeil and Nik Bienkowski, to challenge conventional approaches to ETF product development and create distinctive opportunities for investors. HANetf’s unique UCITS ETF range is the result of close collaboration with leading asset managers that leveraged HANetf’s full-service white-label ETF platform to simplify the set-up, launch and distribution of their investment ideas.