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Defence: too complex, too difficult, which is why you must invest!
Blain’s Morning Porridge 30th, April 2026 – Defence: too complex, too difficult, which is why you must invest!
“If you want to value the price of freedom and defence – take a look at the failed Soviet economies.”
Defence is among the most difficult areas to invest. Who would become an analyst after 30-years as a Cinderella sector in the wake of ESG and peace dividends? Now, the imperative for new defence investment is crying out for private capital. That puts a clear premium on knowledge, contacts and skill to invest. Here is a solution.
Regular readers of the Morning Porridge will be aware…
The skinny
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