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Investing in UK Defence to Grow the Economy and protect the Nation.

Blain’s Morning Porridge, July 27th, 2026

“Are investment returns more important than security?”

The UK has 6 relatively new “mega” Local Government Pension Schemes. They are investing in the UK and globally. But are they focused on the right things? Less than 10% of their significant PE assets are managed by UK based firms. They are giving their money to US firms – further deepening the negative feedback loop diminishing UK capital markets.

The protection of the State is the primary duty of all governments. It is in the interest of all participants in the economy that conflict is minimised –…

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