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Rising Conflict Risks and the Mil-Tec bubble.
Blain’s Morning Porridge August 28th, 2026
“Then we shall fight in the shade…”
Tensions between Moscow and Europe are rising. There are rumours of war. While Western nations seek to rearm and adopt the lessons learnt by Ukraine, a bubble has developed in Mil-Tec arounds autonomy and drones. Defence investment is not a speculative opportunity – but a key issue for the sustainability and longevity of nations. It’s a complex investment landscape that requires specialist expert knowledge.
Key Takeaways:
Defence investment is an economic necessity. It will not be buried by the developing Mil-Tec…
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