The European Defense Awakening: From Rhetoric To Capital Flow
2025-09-17 05:30:00 ET
By Christopher Gannatti, CFA & Samuel Rines
The June 2025 NATO summit in The Hague didn't just mark a gathering of diplomats; it marked a turning point in Europe's defense identity. For decades, European capitals enjoyed a peace premium: underspending on defense while relying on the strategic umbrella of the United States. But that model has cracked. With Russia's invasion of Ukraine in 2022, the Trump administration's renewed warnings on NATO burden-sharing and the broader fragility of the global order, European leaders are now confronting a 30-year backlog in defense investment. The summit's centerpiece, a serious push toward 5% of GDP in defense spending by 2035 , isn't just a budgetary adjustment; it's a tectonic policy shift. 1 ...
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The European Defense Awakening: From Rhetoric To Capital Flow
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