Germany Is Reinventing Itself as a Weapons Factory I Germany’s sovereign wealth fund is abandoning long-held restrictions on investing in weapons manu

[Litwin]

Germany pivoting on defense investments foreshadows a larger EU trend. Expect Rheinmetall & co. valuations to surge. Really bad news for Moscow empire

ABP, Europe's largest pension fund at €501B, settled this in 2023. Policy: “We invest in weapons, not in wars.” Only internationally banned weapons excluded: cluster munitions, chemical agents. Conventional defense was never off the table. Germany catching up.

https://www.wsj.com/world/europe/germany-is-reinventing-itself-as-a-weapons-factory-990ad18d?shem=dsdf,sharefoc,agadiscoversdl,,sh/x/discover/m1/4

 

[Litwin]