Defence sector: Industrial scale and capacity, order intake and lower valuations. The Finserve Global Defence & Security Fund rose by 2.37 % in August. Amid continued strong order intake, improved margins and estimates, forward-looking valuations continue to fall. We can also see that…
Finserve Global Defence & Security Fund dropped 4.02 per cent in July. The month was characterised by continued volatility within the defence sector and profit-taking after an extended...
Lessons and outcomes from companies' quarterly reports 2026 €800 billionDefense spending in Europe could reach €800 billion by 20303 $4.1 billionVC rounds in which large defense companies participated during…
The S SEK share class in Finserve Global Defence & Security Fund has been awarded Morningstar's highest Medalist rating – Gold. The rating is forward-looking and reflects…
Space in focus after historic listing Finserve Global Defence & Security Fund fell by 8,50% in June. The month was characterized by increased volatility, clear sector rotation and large capital flows between different segments. Both…
SpaceX, the largest IPO in history, is drawing significant capital and attention to an industry that has long been built in silence. The signaling value is great and Finserve Global Defence & Security Fund, which invested…
Space in Focus Global Security Fund performed strongly in May, rising by 6.01 %. The month's performance was driven by continued strong interest…
The US consumed more than 150 THAAD interceptors during the first twelve days of conflict with Iran. The annual production rate is around…
The bottleneck that is shaking the Western world's preparedness Global Security returned 2.01% during the month of April. Geopolitical tensions and great power rivalry are having an increasing impact…