It’s not a storm — it’s the climate

It’s not a storm — it’s the climate

Danske Bank: “The Future of Defense Money.”

28 May 2026

Summary:

This episode features a deep discussion with Teppo Havo and Catharina Candolin on the evolving landscape of Defense industry investments, the role of sustainability, and the impact of geopolitical events like the Ukraine conflict.

Teppo and Catharina share their insights on market signals, investment strategies, and the future of Defense tech in Europe.

TAKEAWAYS:

  • Sustainable Investing in the Defense Industry
  • Shifts in Investment Policies Post-Ukraine War
  • Danske Bank’s Role in Financing Defense Startups
  • Market Dynamics and Investment Trends in Defense
  • Challenges in the European Defense Investment Landscape
  • The Growth of Defense Companies and Market Valuations
  • The Evolving Landscape of Defense Venture Capital
  • Market Signals and Investment Trends in Europe
  • Identifying Promising Companies in the Defense Sector
  • The Role of Historical Data in Investment Decisions
  • Challenges in Scaling Defense Production
  • Spotlight on Innovative Companies and Initiatives