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Mensuel de avril 2022 - Fonds d’investissement

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The focus of the next decade will be security, not just defence
By Clive EMERY, Fund Manager and Benjamin Jones, Director of Macro Research, Multi Asset, Invesco   The Covid-19 pandemic and the Russian invasion of Ukraine have shown the fragility within parts of the global economy. Governments and companies need to address the challenges this will present. Security will become the new buzzword, but not just in terms of defence. The need for greater resilience encompasses the energy sector, the food sector, and the supply chain model.   Why is defence security important?   Most European nations have been spending well below the NATO target on defence - a source of tension with other nations for many years. The first war in Europe in over 70 years has...
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