Geopolitical tensions are driving military budgets higher, with global defence spending reaching about US$2.9 trillion. Roman Schweizer, Managing Director, Washington Research Group at TD Cowen, discusses these emerging trends, the push to build more domestic defense capabilities, and what it could mean

How Geopolitics And Bigger Budgets Are Impacting The Defense Sector

TD Wealth

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Summary

Geopolitical tensions are driving defense budgets higher.

Will bigger budgets translate into more orders?

Cheaper technologies are reshaping future defense spending.

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