In this joint insight, WisdomTree’s Samuel Rines and Aneeka Gupta analyze how Europe’s defense renaissance is shifting from rhetoric to reality.
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Rheinmetall, HENSOLDT, and RENK form the backbone of Europe’s deterrence, scaling ammunition, sensor, and mobility production to NATO standards.
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Massive investments—like Rheinmetall’s €500 million ammunition hub and HENSOLDT’s radar upgrades—signal a shift toward capacity, commonality, and cost efficiency.
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This industrial surge is turning strategy into tangible output: filling depots, wiring sensors, and strengthening Europe’s autonomous defense base.
Can Europe’s new defense momentum deliver lasting strategic depth—and investment opportunity? Read the full report for detailed insights.
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