Why security is a durable investment theme

Against a backdrop of war in Ukraine and the Middle East, as well as a global trade war, nations are redefining their relationships with allies, rivals and trading partners to bolster their national security.

And security encompasses more than just defence spending. As the geopolitical landscape has grown increasingly uncertain and fragmented, nations are taking on greater responsibility — and investing aggressively — to secure resources vital to their interests. This extends to safeguarding access to reliable energy resources as well as updating national infrastructure and securing dependable supply chains for essential goods and raw materials.

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