Goldman Sachs sees structural shift driving global defense spending surge
GS•Goldman Sachs sees a structural global rearmament cycle driven by geopolitical competition, active conflict and a focus on economic resilience, with capital flowing to defense technology startups and established contractors.
1. Rearmament cycle
Goldman Sachs describes a structural global rearmament cycle, driven by geopolitical competition, active conflict and a broader focus on economic resilience. It says cheap unmanned systems are reshaping warfare economics and that the security push is boosting advanced manufacturing and energy technology.
