Bloomberg News: Future of European Defense
How will industry and government react to the huge global political changes that we have seen in recent months - the 15 largest European members of NATO might have to ramp up military investment by as much as $340 billion annually as they manage threats on their doorstep. How much of that can be spent locally, what impact might that have on countries' growth and how able is Europe to deepen defense and security collaboration to keep costs down?
Shares of European defense companies have greatly outperformed those of US defense prime contractors and the broader markets since the US presidential election. The war in Ukraine gives Europe a clear road map for defense investments, but money alone isn’t enough.
To stand on its own, Europe needs to prioritize force readiness, integrated command and control, and coordinated procurement. Learn more about this complex picture in a session including:
- Short documentary screening on UK defense spending constraints
- Bloomberg Intelligence briefing
- Panel discussion on the geopolitical, military and financial aspects of strengthening Europe's security
There will be an opportunity for live Q&A during the Panel Discussion.
Register today and bring your team along if you want to understand the context that will shape Europe's next decade.
Speakers
George Ferguson
Senior Analyst
Bloomberg Intelligence
George Ferguson IV is a senior aerospace, defense & airline analyst at Bloomberg Intelligence. George specializes in global aerospace, defense and air transport, leading research on the return of the Boeing 737 Max. Prior to joining Bloomberg, George was a senior investment analyst focused on industrial companies for global equity and debt funds at BlackRock and Merrill Lynch Investment Managers.
Marc Champion
Columnist, International Affairs
Bloomberg
Marc Champion is a Bloomberg Opinion columnist covering Europe, Russia and the Middle East. He was previously Istanbul bureau chief for the Wall Street Journal.
Rosalind Mathieson
EMEA News Director
Bloomberg
Rosalind Mathieson is a News Director at Bloomberg, overseeing coverage for Europe, the Middle East, and Africa. She specializes in business and economics, with a focus on critical topics such as Hungary, Ukraine, China, and the geopolitical implications of Putin's Russia.
Caroline Hepker
Anchor
Bloomberg
Caroline Hepker anchors Bloomberg Radio’s “Daybreak Europe” program, on-air live from 6-10am weekday mornings. Caroline launched the program in 2015 with a new team in London who have now taken the program onto London DAB digital radio in the UK. Prior to joining Bloomberg in 2015, Caroline spent 15 years at the British Broadcasting Corporation as a Business Presenter and Reporter for BBC TV, radio and online.
Andrea Palasciano
European Security Correspondent
Bloomberg
Andrea is Bloomberg News' European security correspondent, based in Brussels. She covers both the EU and NATO. Prior to joining Bloomberg, she spent a decade with Agence France-Presse in France, Italy, Germany and Russia. A Moscow correspondent from 2017 to 2022, she covered the beginning of Russia's full-scale invasion of Ukraine. She holds degrees from Sciences Po Paris and Ecole Normale Supérieure. She completed the Knight-Bagehot fellowship and the MBA at Columbia University in 2022-23.