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Ook na het weekend blijkt Donald Trump niet van mening te zijn veranderd. Hij zet zijn handelsoorlog volop door. En daarin heeft hij een paar goede volgelingen. Handelsminister Howard Lutnik noemt die handelsoorlog onvermijdelijk en is ervan overtuigd dat Amerika tot nu toe leeggeplunderd werd door de rest van de wereld. En ook minister van Financiën Scott Bessent ziet geen reden voor paniek en weigert zelfs maar aan een recessie te denken. Beleggers denken er duidelijk anders over, want wereldwijd kleuren de beurzen rood. Een bericht van nieuwszender CNBC leek daar even verandering in te brengen. Dat meldde dat een economisch adviseur van Trump een gerucht had opgepikt over een mogelijke pauze in de handelsoorlog. Beleggers wisten niet hoe snel ze moesten inslaan, maar kwamen vrijwel meteen weer van een koude kermis thuis. Want het Witte Huis wist niet hoe snel dat gerucht ontkracht moest worden. En dat wierp de beurzen alleen nog maar verder in het diepe. Tot overmaat van ramp besloot Trump vervolgens ook weer dat hij te lang z'n mond had gehouden. Zijn doelwit? China. Dat had vlak voor het weekend al aangekondigd om elke heffing vanuit de VS met gelijke munt terug te betalen. Dat wordt een duur grapje voor Trump, want die dreigt nu met nog eens 50 procent extra heffing tegen China. Een samenvatting van deze rollercoaster van een beursdag hoor je in deze aflevering. En dan vertellen we je ook over de afvalligen, want die heeft Trump ook. Het Amerikaanse bedrijfsleven vindt namelijk dat hij te ver gaat met zijn handelsoorlog. Misschien wel de meest opvallende criticus is Elon Musk. See omnystudio.com/listener for privacy information.

Ook na het weekend blijkt Donald Trump niet van mening te zijn veranderd. Hij zet zijn handelsoorlog volop door. En daarin heeft hij een paar goede volgelingen. Handelsminister Howard Lutnik noemt die handelsoorlog onvermijdelijk en is ervan overtuigd dat Amerika tot nu toe leeggeplunderd werd door de rest van de wereld. En ook minister van Financiën Scott Bessent ziet geen reden voor paniek en weigert zelfs maar aan een recessie te denken. Beleggers denken er duidelijk anders over, want wereldwijd kleuren de beurzen rood. Een bericht van nieuwszender CNBC leek daar even verandering in te brengen. Dat meldde dat een economisch adviseur van Trump een gerucht had opgepikt over een mogelijke pauze in de handelsoorlog. Beleggers wisten niet hoe snel ze moesten inslaan, maar kwamen vrijwel meteen weer van een koude kermis thuis. Want het Witte Huis wist niet hoe snel dat gerucht ontkracht moest worden. En dat wierp de beurzen alleen nog maar verder in het diepe. Tot overmaat van ramp besloot Trump vervolgens ook weer dat hij te lang z'n mond had gehouden. Zijn doelwit? China. Dat had vlak voor het weekend al aangekondigd om elke heffing vanuit de VS met gelijke munt terug te betalen. Dat wordt een duur grapje voor Trump, want die dreigt nu met nog eens 50 procent extra heffing tegen China. Een samenvatting van deze rollercoaster van een beursdag hoor je in deze aflevering. En dan vertellen we je ook over de afvalligen, want die heeft Trump ook. Het Amerikaanse bedrijfsleven vindt namelijk dat hij te ver gaat met zijn handelsoorlog. Misschien wel de meest opvallende criticus is Elon Musk. See omnystudio.com/listener for privacy information.

Jane Edmondson, Head of Index Product Strategy at TMXVettaFi, joined Steve Darling from Proactive to discuss the rapidly evolving global defense landscape and its investment implications. With geopolitical tensions on the rise and shifting defense priorities, investors must navigate new opportunities and risks in the sector. Edmondson highlighted Europe's unprecedented surge in defense spending, a direct response to the U.S. decision to scale back military aid to Ukraine. Central to this shift is the European Union's €800 billion "Rearm Europe Readiness 2030" initiative, aimed at bolstering military preparedness. This includes substantial investments across key defense technologies and a dedicated €150 billion credit facility to enhance military capabilities. “There's going to be a lot of spending to come,” Edmondson noted, emphasizing major growth areas such as artificial intelligence, cyber defense, drone technology, and advanced artillery systems. She pointed out that leading European defense firms—including Rheinmetall, BAE Systems, Thales, Dassault, and Leonardo SPA—stand to benefit significantly from this expansion. Additionally, South Korea's Hanwha Aerospace is emerging as a key player in global defense contracts. In contrast, U.S. defense companies are experiencing headwinds due to budget cuts and canceled procurement deals, leading to a relative downturn in the sector. Another critical shift in global defense procurement is unfolding as traditional U.S. allies reconsider their defense purchases. Canada and Portugal, for instance, are re-evaluating orders for U.S.-made F-35 fighter jets in favor of alternative options, such as aircraft from Dassault Aviation. Edmondson stressed that these geopolitical realignments are creating strong economic tailwinds, particularly for Germany, which is set to invest an estimated €500 billion in defense over the next several years. She cited a recent Goldman Sachs report, which projects that half of this spending will directly fuel GDP growth—an impact already reflected in financial markets. While European equities, particularly the Euro Stoxx 50 index, are gaining momentum, major U.S. stock indexes have struggled to keep pace. “This is a powerful reminder for investors to stay diversified, maintain exposure beyond U.S. markets, and allocate capital to emerging global defense themes,” Edmondson advised. As global military strategies continue to evolve, investors who position themselves early in key international defense sectors could stand to benefit from this historic shift. #proactiveinvestors #vettafi #hanetf #DefenseSpending #Cybersecurity #NATO #DefenseETF #JaneEdmondson #VettaFi #DefenseTech #GlobalSecurity #Investing #MilitaryTech #trump#FutureOfDefense #ETFinvesting #Rheinmetall #HanwhaAerospace #MilitarySpending #ThematicInvesting #ProactiveInvestors #GeopoliticalTrends #StockMarketInsights #DefenseStocks

La răscruce de drumuri. Cum arată scenariul ideal și cel de coșmar pentru viitorul României (Adevărul) - Eșecul primului CSAT de după anularea alegerilor (DW) - Industria militară se pregătește să consume/investească 10 mld. euro pe an. Pe ce? (CursDeGuvernare) - Investițiile în fabricile din industria de apărare de stat, tărăgănate sau blocate de birocrație, contestații și indecizii (Europa Liberă) - Generația „experiment” 2012-2025: Primii elevi care au făcut clasa pregătitoare au găsit la liceu manuale și programe dinainte de nașterea lor, din cauza politicienilor care au amânat reforma curriculară (EduPedu) Goana după voturi - Antonescu, Dan și Ponta. Trăsnăile calculate (SpotMedia)Săptămâna aceasta începe campania electorală prezidențială 2.0, al cărei deznodământ îl vom afla în 18 mai, odată cu numele viitorului președinte al României.Nu intrăm pe această ultimă sută de metri cu multe certitudini, dimpotrivă. Până la aceste prezidențiale, din noiembrie și din mai, turul I era mai degrabă o formalitate, pentru că, de fiecare dată, cu excepția anului 2000, s-au confruntat două blocuri mari, PSD și antiPSD, cu candidați care erau ca și calificați în finală de la început.De această dată lucrurile sunt cu mult mai complicate, din multe motive.Cele două blocuri și-au pierdut mult din vigoare, au avut candidați slabi, nereprezentativi, aparatele de partid nu mai au puterea de mobilizare, partidele sunt desprinse de electorat. Ura împotriva lor a generat un al treilea bloc, extrem de puternic, extremist.În fața lui s-a încercat o unitate ratată, dar nici el nu mai este unit. Voturile sunt fragmentate și calificarea în finală absolut incertă.La cum arată acum procentele, cu mențiunea că oricând pot apărea modificări spectaculoase, este destul de probabil ca un loc în finala din 18 mai să fie ocupat de George Simion, ca beneficiar al celei mai mari parți din susținerea orfană pentru Călin Georgescu.Pentru celălalt loc se bat, în acest moment, trei candidați cu șanse reale și procente destul apropiate: Crin Antonescu, Nicușor Dan și Victor Ponta. Mai ales primii doi par a fi intrat într-un concurs de trăsnăi colosale, care nu sunt, de fapt, scăpări, ci socoteli.Integral pe pagina SpotMedia.La răscruce de drumuri. Cum arată scenariul ideal și cel de coșmar pentru viitorul României| ANALIZĂ (Adevărul)România se află la răscruce de drumuri, iar alegerile prezidențiale din luna mai vor decide calea pe care o luăm. Expertul în securitate Marius Ghincea avertizează că pentru prima dată de la momentul Snagov, de acum trei decenii, nu mai există decizia fermă și unanimă privind orientarea politicii externe românești și «marea strategie» a României în domeniul securității și apărării exclusiv spre SUA și UE.În 1995, la Snagov, liderii politici ai vremii s-au întâlnit și au decis că România trebuie să se integreze în NATO și Uniunea Europeană, apartenența la valorile occidentale nu mai reprezintă o certitudine. A fost momentul în care până și partidele naționaliste ale vremii, România Mare și PUNR, au spus da Europei de Vest și Americii și au întors spatele Rusiei.Expertul în securitate și politici de guvernanță, Marius Ghincea vorbește despre o mare schimbare și explică direcțiile pe care am putea să o luăm, după ce vom traversa acest moment de răscruce.Există varianta pro-occidentală, cea pro-Rusia, fie o variantă de mijloc. Pe larg în Adevărul.Analiză: Eșecul primului CSAT de după anularea alegerilor (DW)Prima ședință a CSAT după anularea primului tur al prezidențialelor de anul trecut nu a elucidat eșecul serviciilor secrete care nu au depistat din timp intervenția Rusiei în procesul electoral autohton, scrie jurnalista Sabina Fati pe pagina DW.Reuniunea Consiliului Suprem de Apărare a Țării (CSAT) a analizat și aprobat „rapoartele privind activitatea desfășurată de instituțiile cu atribuții în domeniul securității naționale în anul 2024”, fără să explice cum a fost posibilă ascensiunea bruscă a extremistului Călin Georgescu și sprijinul pe care acesta l-ar fi primit din partea Rusiei, după cum au arătat documentele desecretizate de preşedinte în decembrie anul trecut. Nu există deocamdată nicio comisie parlamentară care să ancheteze activitatea Serviciului Român de Informații (SRI) sau a Serviciului de Informații Externe (SIE) din perioada campaniei electorale din 2024.Spre deosebire de Germania sau de alte state occidentale, serviciile autohtone continuă să tacă și în această perioadă în care Bruxellesul, Parisul și Berlinul avertizează asupra pregătirilor pe care le face Rusia pentru a ataca unul sau mai multe state NATO în următorii ani.Industria militară se pregătește să consume/investească 10 mld. euro pe an. Pe ce? (CursDeGuvernare)CursDeGuvernare publică o analiză în 7 puncte a perspectivei a industriei de apărare pentru următorul deceniu.România ar putea ajunge până în 2027 să aibă un buget anual de minimum 60 de miliarde de lei / 12 miliarde de euro. Asta pentru a respecta atât cerințele NATO de a asigura un minimum de 2% din PIB, dar și programul UE de întărire a industriei militare, care vede încă 1,5% din PIB.Cu alocările bugetare interne și cu fondurile de finanțare externe, România deja se pregătește, cu firme din prima linie a industriei militare, să facă drone, blindate, camioane, radare, sisteme electronice militare, pulberi pentru muniție, mitraliere și nave de patrulare.În a doua linie încep să se așeze companiile care vor reprezenta marii producători de echipamente și sisteme militare care vor fi achiziționate pentru Armata Română, de la tancurile Abrams până la avioanele F-35. Companii internaționale ca Rheinmetall, General Dynamics, Raytheon, Hanwha, BAE Systems, Lockheed Martin, au anunțat investiții.Până ca planul unei industrii militare puternice să fie credibil și în practic, realitatea nu stă neapărat bine pentru sectorul Apărării.Investițiile în fabricile din industria de apărare de stat, tărăgănate sau blocate de birocrație, contestații și indecizii (Europa Liberă)La trei ani de la atacul Rusiei asupra Ucrainei și într-un moment în care UE le cere statelor membre să-și consolideze rapid apărarea, investițiile vitale pentru apărarea României - precum fabrica de pulberi militare, liniile de producție muniție de calibru NATO 155 de mm, arme de asalt moderne - trenează. De ce?21 de fabrici de muniție, arme și vehicule militare are statul român.15 dintre ele sunt în proprietatea Companiei Naționale Romarm, adică ale Ministerului Economiei – aici se produc gloanțe, proiectile mari, arme. Restul de șase sunt subordonate tot Ministerului Economiei – ele se ocupă de producție, mentenanță, achiziții, import-export etc.Din 2023, Europa Liberă scrie constant despre incapacitatea fabricilor de stat de muniție și armament de a livra Armatei României produse compatibile cu cele ale aliaților din Alianța Nord Atlantică (NATO).Generația „experiment” 2012-2025: primii elevi care au făcut clasa pregătitoare, la gimnaziu nu au avut în niciun an manuale la timp și nici profesori formați / Liceul i-a primit fără curriculum nou, cu manuale și programe dinainte de nașterea lor, din cauza politicienilor care au amânat reforma curriculară (EduPedu)Circa 100.000 de elevi de clasele a XII-a și a XIII-a au participat de luni, 24 martie, la probele scrise de la simularea examenului de Bacalaureat 2025, potrivit datelor de prezență ale Ministerului Educației și Cercetării (MEC). 20% din această cohortă nu s-a prezentat la aceste simulări, cel puțin la proba la alegere de miercuri. Ministerul susține că sunt 123.000 de elevi înscriși în ultimul an de liceu.Este vorba de cea mai mică generație de elevi ca număr de înscriși la școală, cu un parcurs școlar marcat de abandon, stagnare curriculară și lipsa de coerență a reformelor educaționale. Deși au început școala cu un curriculum nou, centrat pe competențe, acești elevi nu au beneficiat de continuitate în liceu, din cauza blocării reformei planurilor-cadru de către politicienii care au pus liniștea funcției mai presus de elevi.Continuarea, pe pagina EduPedu.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss Wall Street's down week on investor concerns about inflation and declining consumer confidence putting the Standard and Poor's 500 on track for its worst quarter since 2022; budget officials warn the US government will run out of money in August unless Congress raises the debt limit; a week after President Trump taps Boeing as the winner of the manned combat aircraft portion of the US Air Force's Next Generation Air Dominance program, House appropriators propose cutting funding for the new program, the Collaborative Combat Aircraft, and the B-21 Raider bomber; the Washington Post reports the Trump administration is preparing to cut the federal agencies by between 8 and 50 percent as the General Services Administration targets top consulting and IT contractors; Trump imposed a 25 percent tariff on imported cars; European governments continue to step up efforts to bolster defense capabilities even as Italy emerges as a possible spoiler; an inflection point for BAE Systems; RocketLab's Neutron launch vehicle wins a Space Force contract valued at up to $5.6 billion; air travel continues to decline; and the US Navy's prepares to announce whether Boeing or Northrop Grumman will win its FA-XX next generation fighter contest.

Europa heeft een shocktherapie ondergaan. Sinds de verkiezing van de Amerikaanse president Donald Trump is de geopolitieke bewustwording enorm gedraaid. We dachten dat Trump 2.0 Trump 1.0 in het kwadraat zou zijn. Het blijkt zelfs erger. De westerse wereld weet nu dat deze goede vriend, die altijd voor de defensie zorgde, niet meer te vertrouwen is. Intussen worstelen beleggers met de vraag of investeren in defensieaandelen moreel verantwoord is. Slechts een paar jaar terug was er een grote bank waar je niet meer in defensieaandelen mocht beleggen. Zelfs pensioenfondsen overwegen in wapentuig te investeren. Maar ik laat in deze column het principiële vraagstuk voor wat het is en kijk puur naar de beleggingsaspecten. Omdat er enorme bedragen naar Europese defensiebedrijven gaan, stijgen vooral de aandelen daarvan. In de VS zien we eerder het tegenovergestelde koersbeeld. In de afgelopen weken werd pijnlijk duidelijk dat potentiële klanten de betrouwbaarheid van Amerikaanse defensiebedrijven betwijfelen. Logisch. Want stel, je hebt net een peperdure straaljager gekocht en op het moment suprême zegt de Amerikaanse regering dat ze het geen goed idee vindt dat je hem ook echt gebruikt en je krijgt de nieuwe software-update dus niet. Dan zit je met onbruikbaar defensiematerieel, net als je het nodig hebt. Het is wellicht een zwart-witbeeld van de werkelijkheid, maar het geeft aan dat er veel veranderd is in ons wereldbeeld. Vorige week kwam WisdomTree met een nieuw indexfonds dat alleen in Europese defensiebedrijven belegt. Er zitten vooral bekende namen in het mandje, zoals Rheinmetall, Leonardo, Saab, BAE Systems en Thales. De koers van deze vijf aandelen is sinds de Oekraïneoorlog al ver-zeven-voudigd. Rheinmetall spant de kroon, met een stijging van maar liefst 1625%. De introductie van thema-indexfondsen na een sterke koersontwikkeling is vaak een teken dat een hype zijn top nadert. We zagen het eerder met bijvoorbeeld duurzame energie en cannabis. Dat liep niet goed af. Daarnaast komt Rheinmetall waarschijnlijk in de Euro Stoxx 50. Kering, bekend van de Gucci-tasjes, moet dan zijn plaats afstaan. Luxetasjes inruilen voor bommen en granaten, een teken van de tijd. Ook rollen analisten van grote zakenbanken over elkaar heen om hun koersdoel te verhogen. Morgan Stanley verhoogde deze week het koersdoel voor Rheinmetall van €1300 naar €2000. Een klassiek voorbeeld van oververhitting. De hogere Europese defensie-uitgaven zijn geen kortstondige hype – de shocktherapie van de Amerikaanse regering heeft goed gewerkt. Maar je weet nooit waar de beleggershype piekt. Een belegger kan beter het hoofd koel houden als de koersen al zijn geëxplodeerd (vergeef me de woordgrap). Dat zouden politici ook moeten doen. Over de column van Corné van Zeijl Corné van Zeijl is analist en strateeg bij Cardano en belegt ook privé. Reageer via c.zeijl@cardano.com. Deze column kun je ook iedere donderdag lezen in het FD.See omnystudio.com/listener for privacy information.

The Association of Old Crows (AOC) wants to make our podcast the best it can be. To help us succeed, we'd like to hear your thoughts. Please take just a few minutes to complete our 2025 listener survey because your opinion is very important to us. This episode is free to listen to during the month of March in recognition of Women's History Month.In this exclusive episode of "From the Crows' Nest," host Ken Miller welcomes long-time colleague, EMSO advocate, and former AOC president, Lisa Frugé-Cirilli. Lisa is the US Department of Defense (DoD) Customer Requirements and Advocacy at BAE Systems, Inc.  Ken and Lisa discuss how the critical role that sustainment and life cycle management plays in advancing EMSO, and how Robins Air Force Base in Middle Georgia is having a significant impact on Georgia's economy and is a leading center of gravity, not just for the US Air Force, but also the joint forces. Lisa shares the importance of collaboration in successful mission execution. In honor of Women's History Month, Lisa also discusses the importance of work ethic and mentorship in professional development.Also, don't miss Season 1 of our new Chief Technology Officer (CTO) podcast powered by L3 Harris. All six episodes are now available. To listen and learn more about the CTO Series, visit here.These special episodes are released twice a month. To access them and participate in live recordings as part of the virtual audience, become an AOC member at www.crows.org or subscribe for $2.99/month at www.ftcnpodcast.org. Join us today. You can reach the host directly to share your thoughts or questions you want FTCN to cover in future episodes at host@fromthecrowsnest.org.

Trước viễn cảnh mất điểm tựa an ninh là Hoa Kỳ, trước những mối đe dọa dưới nhiều hình thức khác nhau xuất phát từ những tham vọng địa chính trị của Nga, 27 thành viên Liên Hiệp Châu Âu có thêm 800 tỷ euro để tăng cường khả năng phòng thủ. Trong lĩnh vực quân sự, tiền bạc chỉ là « một mặt của vấn đề ». Có nhiều nghi vấn về hiệu quả của kế hoạch tái vũ trang cho Liên Âu và còn nhiều trở ngại để châu Âu tự chủ về quốc phòng.   Đầu tháng 3/2025 Bruxelles thông báo kế hoạch 800 tỷ euro « tái vũ trang Liên Hiệp Châu Âu », mà chủ tịch Ủy Ban Châu Âu Ursula von der Leyen xem là « nền tảng cho chính sách phòng thủ châu Âu ». Bộ Kinh Tế Pháp ngày 20/03/2025 trình bày « những giải pháp để tài trợ cho ngành công nghiệp quốc phòng ». Tại Berlin, một tuần lễ trước ngày Hạ Viện mới của Đức bắt tay vào việc, thủ tướng tân cử Friedrich Merz chạy nước rút, thuyết phục các đảng thông qua kế hoạch sửa đổi Hiến Pháp, cho phép nước Đức đi vay nợ, huy động « hàng trăm tỷ euro hiện đại hóa quân đội và cơ sở hạ tầng ». Đây sẽ là một cuộc « Cách mạng lớn » : Trong 80 năm qua, an ninh của nước Đức chủ yếu trong tay Hoa Kỳ.« Tự chủ về quân sự, quốc phòng » là chủ đề ám ảnh các thành viên Liên Âu, ngoại trừ Hungary và Slovakia, cùng có lập trường thân Nga. Riêng thủ tướng Hungary Viktor Orban thì tin tưởng là « bạn thân » của tổng thống Hoa Kỳ Donald Trump.Phát biểu tại các cuộc hội nghị quốc tế ở Paris hay Luân Đôn, Bruxelles, tổng thống Pháp Emmanuel Macron nhắc đi nhắc lại châu Âu cần tăng chi tiêu quân sự, cần đầu tư nhiều hơn vào lĩnh vực quốc phòng, nhưng là để phát « công nghiệp quốc phòng » của khối này.Theo báo cáo mới nhất (10/03/205) của SIPRI, Viện Nghiên Cứu Hòa Bình Quốc Tế Stockholm, các thành viên châu Âu trong liên minh NATO lệ thuộc đến 64 % vào các nguồn cung cấp vũ khí của Hoa Kỳ và đến 10 % vào Hàn Quốc, hơn 2 % vào Israel…. Trong giai đoạn 2020-2024, nhập khẩu của châu Âu tăng 155 % so với giai đoạn 5 năm trước đó mà phần lớn là để « mua hàng của Mỹ ».Nghịch lý ở đây là 27 tập đoàn của châu Âu ( BAE Systems, Airbus Defence, Leonardo, Thales, Rheinmetall, Dassault …) có tên trong danh sách 100 hãng cung cấp vũ khí và thiết bị quân sự có trọng lượng nhất trên thế giới. Ngành quốc phòng của châu Âu « bao phủ gần như toàn bộ thị trường », đáp ứng nhu cầu của từ bên bộ binh, đến không quân, hải quân. Các tập đoàn châu Âu hiện diện trên các thị trường từ tên lửa đến ra-đa, trong lĩnh vực chế tạo tàu ngầm, thiết giáp, máy bay tàng hình, trực thăng …Những rào cản từ phía châu Âu Trở lại câu hỏi làm thế nào để tăng cường khả năng phòng thủ cho Liên Hiệp Châu Âu một cách hiệu quả nhất trong những điều kiện hiện nay, làm thế nào để sử dụng gói 800 tỷ euro trong kế hoạch « ReArm Europe-Tái vũ trang cho châu Âu » một cách hợp lý nhất ? Giới trong ngành nhận định : Việc đầu tiên cần làm là « xác định rõ những nhu cầu về thiết bị quân sự » để biết trong « kho vũ khí » của châu Âu còn thiếu những gì, thiếu bao nhiêu và cần bao nhiêu thời gian để khắc phục được những « lỗ hổng đó ».Các chuyên gia Pháp như tướng Dominique Trinquand, chuyên nghiên cứu về các vấn đề quốc phòng và quan hệ quốc tế, hay Cyrille Bret, thuộc Viện Nghiên Cứu Jacques Delors, đã đưa ra một danh sách khá dài.Châu Âu « thiếu những phương tiện phòng thủ tầm xa » và hệ thống phòng không cũng là nhược điểm của khối này. Chiến tranh Ukraina cho thấy vai trò thiết yếu của drone, mà trong lĩnh vực này châu Âu có phần chậm trễ.Trên thị trường chiến đấu cơ hiện đại, châu Âu dù có những tên tuổi lớn như Rafale của Pháp, Gripen của Thụy Điển và thậm chí là Eurofigther (một dự án hợp tác giữa 4 nước châu Âu là Anh, Đức, Ý và Tây Ban Nha), nhưng « bụt chùa nhà không thiêng » : Nhiều nước trong khối này và cả Anh Quốc hay Thụy Sĩ đều chọn mua F-35 của Mỹ. Đức và Ý cũng như Ba Lan, Rumani và các nước trong vùng Baltic chuộng công nghệ của Hoa Kỳ.Trong một chương trình truyền hình trên đài France5, Guillaume Faury, tổng giám đốc tập đoàn hàng không Airbus và gồm cả một mảng quốc phòng Airbus Defence, giải thích về xu hướng « chuộng hàng Mỹ » đó của nhiều nước trong Liên Hiệp Châu Âu và Anh Quốc :  « Đức là một trong bốn thành viên ngay từ đầu tham gia dự án sản xuất chiến đấu cơ Eurofighter. Berlin vừa trang bị chiến đấu cơ của Mỹ F-35 vừa có cả Eurofighter. Tuy nhiên, để thực hiện một số phi vụ trong khuôn khổ các chương trình quân sự của NATO, với bài tập mang theo đầu đạn hạt nhân, Đức bắt buộc phải dùng F-35 của Mỹ. Bên cạnh đó cũng có những quốc gia khác trong Liên Âu quan niệm vũ khí của Hoa Kỳ còn là một lá bùa hộ mệnh, để được Washington bảo đảm an ninh. Nhưng đến khi Mỹ quay lưng lại với châu lục này như qua những diễn tiến gần đây, thì thỏa thuận đổi vũ khí lấy an ninh đó tan vỡ ».Thiếu các dự án tầm cỡ theo mô hình Airbus trong lĩnh vực dân sựCũng ông Faury nhấn mạnh đến một bất cập khác trong việc châu Âu từ lâu nay huy động các nguồn lực tài chính và chính sách phát triển công nghiệp quốc phòng.« Quả thực trong nhiều năm, châu Âu chậm trễ trong việc đầu tư phát triển công nghiệp quốc phòng. Các khoản đầu tư của châu lục này cũng bị ‘vụn vặt' nghĩa là tùy theo quyết định ở cấp quốc gia của mỗi thành viên, nên đã không có đủ tầm cỡ. Do vậy, trong ngắn hạn châu Âu chỉ có thể trông cậy vào Mỹ để có được một số thiết bị. Nhưng về lâu về dài thì không có lý do gì ngăn cản Liên Âu sản xuất những mặt hàng như Hoa Kỳ, với điều kiện là châu Âu phải đoàn kết. Châu Âu cần tăng cường các phương tiện phòng thủ, cần cùng nhau chi tiêu một cách có hiệu quả hơn và cần sử dụng hàng của châu Âu».Cạnh tranh từ phía Hàn Quốc Chính vì những bất cập đó mà các nước châu Âu trong Liên Minh Bắc Đại Tây Dương đã phải chuyển hướng mua thiết bị và khũ khí của Hàn Quốc. Ba Lan là một trường hợp điển hình. Yann Rousseau, phóng viên thường trực cho báo Les Echos tại thủ đô Tokyo, từng điều tra về tiềm lực của nền công nghiệp quốc phòng Hàn Quốc, giải thích :   « Chính vì Bắc Triều Tiên là một mối đe dọa vẫn tồn tại cho nên Hàn Quốc phải liên tục trang bị vũ trang, phải phát triển những công nghệ mới trong lĩnh vực quốc phòng, phải cải thiện khả năng sản xuất… Nhờ thế mà vũ khí của Hàn Quốc rẻ hơn so với hàng của Mỹ chẳng hạn, mà lại rất hiện đại với mức độ hiệu quả cao. Hơn nữa, đặt hàng Hoa Kỳ có khi phải đợi từ 3 đến 5 năm hàng mới đến tay. Trái lại, khi giao dịch với các nhà sản xuất Hàn Quốc, thời gian chờ đợi có khi chỉ là từ 6 tháng đến một năm ».Những giới hạn trong khâu sản xuất  Về phía các nhà sản xuất cũng có nhiều những thách thức đang đặt ra. Vào lúc an ninh của châu Âu không là một ưu tiên trong nhãn quan của Hoa Kỳ, ở Matxcơva, sau Ukraina tổng thống Vladimir Putin đang nhắm tới những « mục tiêu khác nữa ». Ba Lan và nhiều nước Đông Âu, cũng như ba nước vùng Baltic e rằng họ sẽ là những nạn nhân tiếp theo một khi Nga phục hồi sức mạnh quân sự. Do vậy, như phóng viên của báo Les Echos vừa nói, nhịp độ sản xuất của các tập đoàn Hàn Quốc là một lợi thế lớn để Seoul giành được nhiều hợp đồng, đứng đầu là Ba Lan. Quốc gia đông Âu này có đường biên giới sát cạnh Nga, Bélarus (đồng minh của Nga) và với Ukraina đang bị Nga xâm chiếm, cho nên Vacxava muốn chóng có vũ khí trong tay.Ba Lan hiện là thành viên duy nhất của NATO dành đến gần 5 % GDP cho ngân sách quốc phòng. Trong tài khóa 2024, Vacxava huy động 44 tỷ euro cho các chi phí quân sự và để bảo vệ an ninh.Trước nhu cầu cấp bách đó, Jean Pierre Maulny, phó giám đốc Viện Nghiên Cứu Quan Hệ Quốc Tế và Chiến Lược IRIS của Pháp, cho rằng trở ngại đầu tiên để thực sự xây dựng một mạng lưới công nghiệp hiệu quả cho châu Âu trong lĩnh vực quốc phòng là các thành viên phải có những dự án hợp tác vững chắc. Mới chỉ có quá ít những chương trình hợp tác công nghiệp giữa nước trong Liên Âu được ra đời:« Trong mọi dự án hợp tác, luôn có nguy cơ cạnh tranh giữa các tập đoàn châu Âu trong lĩnh vực quốc phòng, có một sự tranh giành trong việc chia sẻ các công đoạn sản xuất, có một sự ngờ vực về mặt công nghệ. Đặc biệt là trong ngành chế tạo vũ khí và thiết bị quân sự, một dự án hợp tác chỉ thành công nếu như hai tập đoàn thực sự cộng tác với nhau, để tuy hai mà cũng như một (…) Trong lịch sử công nghiêp châu, Âu các dự án kết hợp này có một vài thành công, nhưng cũng không ít thất bại. Cuối thập niên 1990, đầu những năm 2000, châu Âu đã có nhiều dự án hợp tác lớn, như chương trình phát triển máy bay vận tải A400M » Một sự chậm trễ về kỹ thuậtChristopher Dembick, thuộc quỹ đầu tư Pictet Asset Management, nêu lên một khó khăn khác của Lục địa già : Sự chậm trễ so với Hoa Kỳ về kỹ thuật và sức sáng tạo : « Châu Âu bị chậm trễ khá nhiều. Pháp là quốc gia tiên tiến nhất, nhưng cả trong trường hợp này, xin đưa ra một thí dụ cụ thể : Paris đặt mua hàng không mẫu hạm với hệ thống phóng máy bay trên tàu, nhưng cả Pháp lẫn châu Âu hiện không có kỹ năng để chế tạo bộ phận thiết yếu này trên tàu sân bay. Pháp bắt buộc phải mua bộ phận này của Mỹ, tức là phi công của Pháp phải do Mỹ đào tạo. Trước mắt, Liên Âu huy động được hàng trăm tỷ euro vốn để tăng chi tiêu quân sự đã là một điều tốt, nhưng bên cạnh đó còn phải đầu tư vào các kỹ năng chế tạo một số công cụ mũi nhọn, và nhất là đuổi kịp Hoa Kỳ về công nghệ. Theo tôi điều này đòi hỏi thời gian và thời gian cần thiết dài hơn là ngưỡng 4 đến 5 năm như thường được nói đến »Yếu tố địa chính trị Lãnh đạo tập đoàn hàng không Airbus Guillaume Faury đưa ra một thực tế khác : Các nhà sản xuất của châu Âu vẫn đang chờ đơn đặt hàng và phải thích nghi với những chuyển biến về địa chính trị.« Trước mắt và nhất là từ khi nổ ra chiến tranh Ukraina, đã có những nỗ lực để mua vào đạn dược và một số trang thiết bị cho bên bộ binh. Đa phần là để chuyển sang Ukraina. Nhưng về trung hạn, hiện đang có nhiều giả thuyết đang được cân nhắc. Từ những kịch bản đó, nhà nước sẽ có những nhu cầu mới, sẽ cần những thiết bị mới, hay là sẽ đặt hàng nhiều hơn. Nhưng vấn đề lớn nhất hiện nay xoay quanh câu hỏi : châu Âu có nên tách rời khỏi công nghệ của Hoa Kỳ hay không. Đối với một số công nghệ nhậy cảm, điểm này liên quan trực tiếp đến mức độ tự chủ của toàn khối, đến chủ quyền an ninh của châu Âu. Đây là một đề tài mới vừa nổi lên, như chúng ta đã thấy và đây là một vấn đề hết sức nhạy cảm ». Tới kế hoạch tái vũ trang 800 tỷ euro công bố hơn 3 năm sau khi Ukraina bị Nga xâm chiếm, và phải đợi đến khi Hoa Kỳ quay lưng lại với châu lục này, Liên Âu bắt đầu hướng tới một « sự tự chủ về chiến lược ». Nhưng trong lĩnh vực an ninh, như đô đốc Henri Schrike, Học Viện Quân Sự Pháp, phân tích, để có một lực lượng quân sự hùng mạnh, Liên Âu vừa cần có thiết bị hiện đại và phù hợp, vừa cần có một đội quân hùng hậu cộng với khả năng phối hợp tác chiến chặt chẽ giữa các đội quân của các nước thành viên, cũng như là còn cần đến những công cụ hiệu quả để thu thập và xử lý thông tin tình báo. Đó là những vấn đề mà không chắc là gói « tái vũ trang 800 tỷ euro » của châu Âu có thể giúp giải quyết ngay lập tức.

Der DAX schloss zu Wochenbeginn freundlich bei 23.155 Punkten (+0,7 %). Anleger warten gespannt auf die morgige Bundestagssitzung, die über das milliardenschwere Finanzpaket der neuen Regierung entscheiden wird. Rüstungsaktien bleiben gefragt: Rheinmetall erreichte zeitweise über 1.400 Euro (+120 % seit Jahresbeginn). Rekorde auch bei Hensoldt (76,50 Euro, +4,2 %) und Renk (44,03 Euro, +7,7 %). Intel steigt über 7 % - neuer CEO kündigt Radikalkur an. Moody's senkt VW-Rating von "A3" auf "Baa1". PepsiCo kauft die Getränkemarke Poppi für 1,95 Mrd. US-Dollar. BYD prüft drittes Europa-Werk in Deutschland. In den Interviews: Viromed Medical CEO Perbandt: "Kaltplasma - Gamechanger im Kampf gegen multiresistente Erreger in der Lunge. Martin Weinrauter - "Die Renaissance der europäischen Aktien war die Überraschung des ersten Quartals". Erfahrungen eines Börsenveteranen: Rheinmetall und BAE Systems sind mittlerweile die größten Werte im Wikifolio.

Sebastian Steyer investiert mit 30 Jahren Börsenerfahrung. Bei wikifolio trägt er den Tradernamen Bastian24. Sebastian setzt mit seinen 2 wikifolios auf Qualität: "Qualitätsaktien aktiv" und "Qualität aktiv gehebelt." Die Magnificent 7 sehen Rot. Muss es jetzt eine neue Definition von Qualitätsaktien geben? Sebastian diskutiert die Zusammensetzung seiner beiden wikifolios, insbesondere die Übergewichtung von Rüstungsaktien wie Rheinmetall und BAE Systems. Die Diskussion dreht sich um aktuelle geopolitische Entwicklungen und deren Einfluss auf die Aktienkurse. Eine Beendigung des Konflikts in der Ukraine könnte seiner Meinung nach dazu führen, dass die Kurse der Rüstungsaktien unter Druck geraten, da die Notwendigkeit für massive Aufrüstung abnehmen würde. Was kritisch zu sehen ist, ist der Einfluss der USA auf den F-35-Kampfjet, der quasi eine fliegende Software ist. Und wenn die USA möchten, können Sie die F 35 einfach ausschalten und nicht starten lassen. https://go.brn-ag.de/402

Europäische Rüstungsaktien im Fokus: Lohnt der Einstieg jetzt noch? Die Zeitenwende ist da – Europa investiert Milliarden in Verteidigung! Doch welche Unternehmen profitieren wirklich? Ist es überhaupt moralisch vertretbar, in Rüstung oder Verteidigung zu investieren? Tobias Kramer und Christian W. Röhl (Chief Economist Scalable Capital) diskutieren in dieser Folge von echtgeld.tv zunächst ihre unterschiedlichen Einstellungen zu Rüstungsinvestments, zeichnen dann aber ein gemeinsames, sehr synchrones Bild des massiv veränderten geopolitischen Rahmenbedingungen. Danach geht es ums Investieren, und dabei sprechen sie über vier thematisch passende ETF-Angebote und über nach einem Screening infrage kommende Einzelwerte aus Europa. Rheinmetall, BAE Systems, Thales, Leonardo und Kongsberg sind bei diesen Final Five dabei, unter anderem Hensoldt, RENK oder Rolls Royce aber nicht! Die jeweiligen Gründe gibt's im Video.

Daniel Zetterberg, Björn Rydell och Anton Ingves diskuterar följande i veckans avsnitt: CellaVision (2:00) BAE Systems (9:43) Karnell (20:32) Röko (28:07) IPO-guiden (38:37) Alligo (39:31) Cibus Nordic (52:38) Detta avsnitt av Affärsvärlden Analys sponsras av: Spotlight Stock Market https://spotlightstockmarket.com Letar du efter köpvärda aktier? Få inspiration och sök bland tusentals analyser i Affärsvärldens analysarkiv. https://www.affarsvarlden.se/verktyg/analysarkiv

Speakers: Col Larry Fenner, 350th Spectrum Warfare Wing Nick Bucci, General Atomics Electromagnetic Systems Paul DeLia, L3Harris Chris Moeller, BAE Systems

On this episode of the AJ Bell money and markets podcast Dan Coatsworth and Danni Hewson assess the impact on markets after Donald Trump brought in 25% tariffs on Mexico and Canada. Is a global trade war inevitable and have investors been caught on the hop because of the President's unpredictability or is it a storm set to fizzle out. [02:10]  As the global order shifts European countries are expected to spend more on defence which helped lift the FTSE 100 to a record high earlier in the week, the team from Shares magazine deliver a deep dive into company making gains, BAE Systems. [13:30] Pastry purveyor Greggs was flavour of the month with investors, but growth has slowed significantly, can the company's focus on healthy options and evening grub help it get its mojo back? [22:20) Changes to listing rules are in the offing with the FTSE Russell accepting companies with a Euro or Dollar share price from September so what might that mean for London markets. [28:30] AJ Bell's Head of Public Policy Rachel Vahey joins us to talk about the fast-approaching deadline if you need to top up your qualifying National Insurance contributions [32:36] and the sub 4% mortgage is back with 5 major lenders cutting mortgage deals. [39:20]

Future Horizons is back with an all new cast and brand new artwork! Just ahead of the Farnborough Air Show last year, the new UK Government launched its Strategic Defence Review shortly followed by its Defence Industrial Strategy, which aims to align national security with economy growth. In this series, we focus on these strategies and the role that Team Tempest will play in their delivery, as part of the Global Combat Air Programme. To help us to explore these themes, Business Development leads from our Team Tempest industrial partners will join us throughout this series, along with guests from the military and industrial sectors. In episode 1, we ask why the UK's approach to Future Combat Air System is of vital importance to our national security and how it is being designed to meets the challenges of the 21st century battlespace. Joining Zevi Watmough for this episode are:  Douglas Barry, Senior Fellow from Military Aerospace, International Institute for Strategic Studies (IISS) and co-author of the IISS paper: Tempest - Build, Bye or Goodbye John Stocker, BAE Systems, Business Development Director, FCAS Dave Morris, Leonardo, Head of Campaigns for Future Combat Air, GCAP John McCullough, MBDA, Sales and Business Development Executive, FCAS Mark Tivey, Rolls Royce, Business Development Director, Future Programmes, Combat Air Find out more about Team Tempest Follow us on Twitter for the latest news on Team Tempest Learn more about the opportunities for #GenerationTempest on Instagram Catch up our story so far on YouTube

NASA selects Firefly Aerospace to provide the launch service for the Investigation of Convective Updrafts (INCUS) mission. Astroscale UK and BAE Systems to collaborate on an In-orbit Refurbishment and Upgrading Service (IRUS), to advance the transition away from the current single-use culture in space. Spire Global announces third quarter 2024 financial results, and more. Remember to leave us a 5-star rating and review in your favorite podcast app. Be sure to follow T-Minus on LinkedIn and Instagram. Selected Reading NASA Awards Launch Service for Mission to Study Storm Formation Astroscale and BAE Systems Lay the Foundation for a Circular Space Economy with Design for Refurbishment and In-Orbit Satellite Upgrades Spire Global Announces Third Quarter 2024 Results and Completion of Restatement Fleet Space Acquires HiSeis: Introducing A New Era of End-To-End Exploration Services Starlab Advances to Full Development After Successfully Completing Key NASA Milestone Flight VA263 now scheduled on March 6, 2025- Arianespace Starfighters Space Advances StarLaunch Platform ICEYE and Saab cooperate to integrate advanced space-based radar data to military command systems BoxMica Partners with ICEYE US to Accelerate Mission-Critical Intelligence Operations NASA Successfully Acquires GPS Signals on Moon Lunar Data Center Achieves First Success En Route To The Moon T-Minus Crew Survey We want to hear from you! Please complete our 4 question survey. It'll help us get better and deliver you the most mission-critical space intel every day. Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at space@n2k.com to request more info. Want to join us for an interview? Please send your pitch to space-editor@n2k.com and include your name, affiliation, and topic proposal. T-Minus is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

Heute bei Aktien fürs Leben:Der Wochenrückblick: Die neuesten Zahlen von Nvidia und der Deutschen Telekom (02:40)/Wahre Größe: Lohnt sich angesichts der jüngsten geopolitischen Ereignisse ein Einstieg bei Rheinmetall? (09:05)Klein aber oho: Die US-Outdoor-Marke Yeti (19:50)/The Trend is your friend: Die Rückkehr zum klassischen Ölgeschäft bei Equinor (26:12)//Um folgende Aktien geht es: Nvidia (WKN: 918422), Deutsche Telekom (555750), Rheinmetall (703000), Leonardo (A0ETQX), BAE Systems (866131), Yeti Holdings (A2N7XR), Equinor (675213)+++Keine Anlageberatung oder -empfehlung. Alle Angaben ohne Gewähr, diese stellen keinen Ersatz für eine professionelle und individuelle Beratung dar. Wertentwicklungen der Vergangenheit sind kein Indikator für zukünftige Wertentwicklung. +++Weitere Infos zu unseren Werbepartnern finden Sie hier: https://linktr.ee/aktienfuersleben +++60 Tage lang kostenlos Capital+ lesen - Zugriff auf alle digitalen Artikel, Inhalte aus dem Heft und das ePaper. Unter Capital.de/plus-gratis+++Unsere allgemeinen Datenschutzrichtlinien finden Sie unter https://datenschutz.ad-alliance.de/podcast.html +++ Wir verarbeiten im Zusammenhang mit dem Angebot unserer Podcasts Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, klicken Sie hier: https://datenschutz.ad-alliance.de/podcast.html +++Unsere allgemeinen Datenschutzrichtlinien finden Sie unter https://art19.com/privacy. Die Datenschutzrichtlinien für Kalifornien sind unter https://art19.com/privacy#do-not-sell-my-info abrufbar.

Le industrie militari volano in Borsa. Leonardo ha registrato un incremento del 11,26%, Fincantieri del 7,14%, Iveco del 5,46%, Avio del 7,22%. Stesso trend nelle altre borse europee: Bae Systems +13,2%, Rheinmetall +11,35%, Thales +13,33%, Rolls Royce +5,65%, Airbus +2,72%, Safran +2,04%. A ogni tensione internazionale, i listini premiano chi produce armi, trasformando i conflitti in opportunità finanziarie. Secondo Milano Finanza, la crescita è legata alle dichiarazioni della presidente della Commissione europea Ursula von der Leyen, che ha affermato la necessità di riarmare l'Unione europea e aumentare il sostegno all'Ucraina. L'annuncio ha innescato un aumento delle quotazioni, alimentato anche dalla prospettiva di un fondo speciale per la difesa in Germania da 400 miliardi di euro, che porterebbe la spesa tedesca per il settore tra il 2,25% e il 2,75% del PIL. Un'economia che trova nel riarmo il suo motore, con miliardi di euro che scorrono senza troppe resistenze nei bilanci delle aziende belliche, mentre i fondi per il welfare vengono sempre giustificati con la scarsità di risorse. È una finanza che festeggia apertamente ogni passo verso la militarizzazione dell'Europa. Nel prossimo vertice del Consiglio europeo del 6 marzo, i leader dell'Ue discuteranno strategie di finanziamento per l'aumento delle spese militari. Secondo Bloomberg, c'è un consenso crescente per un'accelerazione del riarmo europeo. Gli analisti prevedono che la tendenza possa consolidarsi con ulteriori fondi straordinari per la difesa. Il messaggio è chiaro: la guerra è diventata un business strutturale. E i mercati lo sanno bene. #LaSveglia per La NotiziaDiventa un supporter di questo podcast: https://www.spreaker.com/podcast/la-sveglia-di-giulio-cavalli--3269492/support.

Redwire has been awarded a study contract by the European Space Agency (ESA) to conceptualize a spacecraft platform that could be delivered to Mars as a part of ESA LightShip initiative. BAE Systems has received a $151 million contract from the US Space Force's Space Systems Command to further develop the Future Operationally Resilient Ground Evolution, known as FORGE, Command and Control ground system. AST SpaceMobile releases Q4 and 2024 financial reports, and more. Remember to leave us a 5-star rating and review in your favorite podcast app. Be sure to follow T-Minus on LinkedIn and Instagram. T-Minus Guest Our guest today is Gareth Rogers, CEO at Farnborough International. You can connect with Gareth on LinkedIn, and learn more about FISS on their website. Selected Reading Redwire Selected by European Space Agency to Design Concept for Revolutionary Mars Spacecraft- Business Wire Space Force accelerates Missile Warning capabilities with $151M FORGE Contract AST SpaceMobile Provides Business Update and Fourth Quarter and Full Year 2024 Results Rocket Lab Schedules First of Multiple Launches for iQPS- Business Wire ispace Announces Mission 2 Landing Date Set for June 6, 2025 (JST) Russia launches Soyuz rocket with spacecraft for defence purposes, RIA reports NASA, SpaceX Update Launch Date for SPHEREx, PUNCH Missions NOAA terminates space, climate and marine life advisory committees - Government Executive https://x.com/Int_Machines/status/1896558692553691594 T-Minus Crew Survey We want to hear from you! Please complete our 4 question survey. It'll help us get better and deliver you the most mission-critical space intel every day. Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at space@n2k.com to request more info. Want to join us for an interview? Please send your pitch to space-editor@n2k.com and include your name, affiliation, and topic proposal. T-Minus is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

The UK economy showed further signs of strain last week, with job postings hitting a four-year low in January. Wages continued to rise, reaching a record average of £40,846, adding to the Bank of England's (“BoE”) inflationary concerns. Retailers warned of price increases due to higher national insurance and minimum wage hikes, particularly in the food sector. Meanwhile, a Reuters poll suggested the BoE could cut rates to 3.75% this year, with housing prices expected to rise as borrowing costs fall. The net-zero economy remained a bright spot, growing three times faster than the overall economy and contributing £83 billion in Gross Value Added (“GVA”). However, higher energy bills and taxation concerns are weighing on businesses, with two-thirds of hospitality firms set to cut jobs. Despite economic pressures, Lloyd's business barometer showed optimism, rebounding to its highest level since August 2024...Stocks featured:BAE Systems, Rolls-Royce and WPPTo find out more about the investment management services offered by Walker Crips, please visit our website:https://www.walkercrips.co.uk/This podcast is intended to be Walker Crips Investment Management's own commentary on markets. It is not investment research and should not be construed as an offer or solicitation to buy, sell or trade in any of the investments, sectors or asset classes mentioned. The value of any investment and the income arising from it is not guaranteed and can fall as well as rise, so that you may not get back the amount you originally invested. Past performance is not a reliable indicator of future results. Movements in exchange rates can have an adverse effect on the value, price or income of any non-sterling denominated investment. Nothing in this podcast constitutes advice to undertake a transaction, and if you require professional advice you should contact your financial adviser or your usual contact at Walker Crips. Walker Crips Investment Management Limited is authorised and regulated by the Financial Conduct Authority (FRN: 226344) and is a member of the London Stock Exchange. Hosted on Acast. See acast.com/privacy for more information.

Terwijl presidenten Zelensky en Trump publiekelijk stonden te ruziën in het Witte Huis sloeg in Europa de paniek toe. Duidelijk is dat Europa fors meer moet uitgeven aan de eigen defensie. In navolging daarvan zijn Europese defensie-aandelen niet aan te slepen. Momenteel hebben beleggers het nog niet door, maar ook ASML kan profiteren van deze defensiedrift. Ook het Verenigd Koninkrijk is een onwaarschijnlijke winnaar van het tweede Trumpiaanse tijdperk. Premier Starmer claimt een voortrekkersrol bij het beëindigen van de oorlog in Oekraïne en zorgt er zo voor dat zijn land weer meedoet op het wereldtoneel. Ook de Londense beurs kan een comeback maken. Analisten geloven dat Trump, toch een beetje anglofiel, het land zal ontzien bij het opleggen van importheffingen. Verder hoor je hoe Intel gered wordt door zijn grootste rivaal, waarom ING aast op zakenbank Van Lanschot Kempen en dat Brussel de kwakkelende auto-industrie een reddingsboei toewerpt. See omnystudio.com/listener for privacy information.

Expectativas para el mes de marzo en Europa y revisión a las acciones de Leonardo, Thales, Dassault Aviation, Bae Systems, Rheinmettal, Vonovia o Sartorius. Con Pablo García, director de Divacons Alphavalue.

Las bolsas europeas rondan máximos históricos el lunes, impulsadas por los valores de defensa después de que los líderes del continente acordaran aumentar el gasto en defensa y elaborar un plan de paz para Ucrania para presentarlo a Estados Unidos. El índice paneuropeo Stoxx 600 gana antes de la apertura americana un 1%. El índice aeroespacial y de defensa europeo suma más de un 6%, hasta un máximo histórico. Rheinmetall, BAE Systems y Leonardo están disparadas. En bonos, la subida en rendimientos es generalizada. Los precios del petróleo suben más un 1% tras registrar en febrero una pérdida mensual por primera vez desde noviembre. Hay ligera apreciación para el dólar en divisas contra el euro. En Bolsa española, y dentro del Ibex 35, Indra, ArcelorMittal y Acerinox se ponen al frente de las ganancias. Los valores que más pierden del índice selectivo son IAG, Enagas y Redeia. Esta hora tenemos análisis con José Basagoiti, de Trading Pro.

Suben las apuestas a una nueva bajada de tipos en la reunión de este jueves del BCE tras conocerse que la inflación en la eurozona cayó un poco de menos de lo esperado en febrero, al 2,4%. La subyacente, por su parte, también se ralentizó en febrero hasta el 2,6% desde el 2,5% del mes anterior. Los mercados prevén entre dos y tres recortes más este año, hasta situar el tipo de depósito del BCE en el 2 o en el 1,75% en diciembre. Otro dato macro de este lunes ha sido el PMI manufacturero de la eurozona que continuó deteriorándose en febrero aunque al ritmo más débil de los dos últimos años. Los desencuentros entre Ucrania y EEUU vuelven a provocar un auténtico aluvión de compras en los principales valores europeos de defensa como la británica Bae Systems que se dispara más de un 13%. Y en clave empresarial, Prada estaría cerca de llegar a un acuerdo con Capri Holdings para hacerse con Versace, en una operación valorada en 1.600 millones de dólares. Esta semana la dedicamos a hablar de la mujer trabajadora y de cómo muchas de ellas han roto esteotipos y superado obstáculos para hacerse un "hueco" en profesiones dominadas por los hombres. Es el caso de nuestra entrevistada, Oti Cabadas o "CocoTruckerGirl", camionera de profesión, influencer y embajadora de Eurowag, el proveedor líder de soluciones integradas de transporte por carretera en Europa. En la Tertulia de Cierre de Mercados, nos acompañarán esta tarde José Ignacio Gutiérrez, de la Confederación de Cuadros y Profesionales, y Francisco Canós, inversor y partner en CyberC.

Terwijl presidenten Zelensky en Trump publiekelijk stonden te ruziën in het Witte Huis sloeg in Europa de paniek toe. Duidelijk is dat Europa fors meer moet uitgeven aan de eigen defensie. In navolging daarvan zijn Europese defensie-aandelen niet aan te slepen. Momenteel hebben beleggers het nog niet door, maar ook ASML kan profiteren van deze defensiedrift. Ook het Verenigd Koninkrijk is een onwaarschijnlijke winnaar van het tweede Trumpiaanse tijdperk. Premier Starmer claimt een voortrekkersrol bij het beëindigen van de oorlog in Oekraïne en zorgt er zo voor dat zijn land weer meedoet op het wereldtoneel. Ook de Londense beurs kan een comeback maken. Analisten geloven dat Trump, toch een beetje anglofiel, het land zal ontzien bij het opleggen van importheffingen. Verder hoor je hoe Intel gered wordt door zijn grootste rivaal, waarom ING aast op zakenbank Van Lanschot Kempen en dat Brussel de kwakkelende auto-industrie een reddingsboei toewerpt. See omnystudio.com/listener for privacy information.

In this episode we discuss Nestle, Smith & Nephew, BAE Systems, Mony Group, Centrica & Alibaba$nesn $sn. $ba. $mony $cna $baba

Southwest Airlines and the pressure from Elliott Investment Management, the Asiana Airbus A350 that triggered a Low Altitude Alert at SFO, the Turkish KAAN fighter jet export opportunities, and the possibility that India may become an F-35 customer. Also, boomless cruise, the Philadelphia Learjet crash, and aircraft mechanic classifications. Aviation News Image courtesy Southwest Airlines Southwest caves further to Elliott as chief transformation officer steps down Southwest Airlines has amended its agreement with Elliott Investment Management that allows Elliott to increase their ownership of the airline to 19.9%. Previously the cap was 14.9%. Elliott wants to make strategic and operational changes, as well as changes at the airline's executive level and board of directors. Chief financial officer Tammy Romo is retiring April 1, 2025 and Southwest named former Breeze Airways president Tom Doxey as Romo's replacement. Southwest announced that chief transformation officer Ryan Green would be leaving the company. Other executive positions are said to be at risk. 2 Southwest Airlines Board Members Stepping Down Due To Elliott Investment Management The airline is shrinking its board from 15 members to 13 as part of an agreement with activist investor Elliott Investment Management. Two more Southwest board members will step down in April. Southwest Airlines Announces Reduction in Corporate Overhead Workforce Recently, Southwest announced a 15% layoff (1,750 positions), the company's first-ever layoff, “focused almost entirely on corporate overhead and leadership positions.” Southwest said the move is expected to save the company $300 million annually. Asiana Airbus A350 Triggers Low Altitude Alert at San Francisco Airport After Dropping to 275 Feet With 3 Miles Still To Go The alert was triggered in the control tower after the Asiana plane dropped as low as 275 feet while flying at 174 knots. The pilots were notified and then performed a go-around. UAE Plans to Develop New Fighter Jet Based on Turkey's KAAN The Turkish Aerospace Industries KAAN fighter is being developed with sub-contractor BAE Systems. The stealthy, twin-engine jet is planned to replace the Turkish F-16s and be exported to others. UAE has expressed interest and Saudi Arabia has a deal for 100 fighters. Video: KAAN İLK UÇUŞUNU GERÇEKLEŞTİRDİ [KAAN trailer] https://youtu.be/ZhgCXY1E5vs?si=UV-SzFyKCLD_LMCz India Could Be America's Next F-35 Customer President Donald Trump offered to sell Lockheed Martin F-35 Joint Strike Fighters to Indian Prime Minister Narendra Modi. Russia has offered to build the Sukhoi Su-57 fighter in India with locally sourced components. The Russians have only produced a small number of the aircraft and have not yet demonstrated the ability to fully support them. Over 1,000 F-35s have been produced and sales have been made to 20 different countries. Mentioned Video: The Incredible Sounds of the Falcon Heavy Launch (BINAURAL AUDIO IMMERSION) - Smarter Every Day 189. (Binaural recording. Must use good quality over-the-ear headphones for proper effect.) https://youtu.be/ImoQqNyRL8Y?si=7UnvVuWvJguGiv1f Sonic Boom: Six Decades of Research - NASA Technical Reports Server (NTRS) recommended by listener Andy. Aircraft maintenance licence (Part-66) in Finland. Hosts this Episode Max Flight, our Main(e) Man Micah, Max Trescott, and David Vanderhoof.

Join Howard Lindzon, Michael Parekh, Phil Pearlman, and special guests Adeniyi Abiodun (Co-Founder of Mysten Labs and Sui) and Shomik Ghosh (Investor at Boldstart Ventures) for a jam-packed episode of Trends with Friends. This week, the crew dives into the wild world of crypto, AI, and global markets. From peak degeneracy in stocks like Tesla, Palantir, and Solana to Sui's rise in Web3 and why cybersecurity is more critical than ever, this episode has it all. Plus, insights on Nvidia's dominance, the next wave of Web3 consumer apps, and the geopolitical risks shaping the economy.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss another tough week on Wall Street as investors grapple with President Trump-induced economic uncertainty over tariffs and inflation; worries about of a protracted continuing resolution, government shutdown or a debt default; the Pentagon drive to redirect 6-8 percent a year of funding over five years to new priorities; the firing of top including Joint Chiefs Chairman Gen. CQ Brown, Chief of Naval Operations Adm. Lisa Franchetti and Vice Air Force Chief Gen. Jim Slife are fired; DoD's sacking of more than 5,000 workers; allies' view of Washington after America's rapid betrayal of Ukraine, partnership with Russia, and hardy criticism of Europe that have driven nations to bolster capabilities; Ukrainian President Volodymyr Zelenskyy's offer to resign in exchange for peace and Ukraine's NATO membership as Kyiv prepares to grant half of its rare earth deposits to Washington; Airbus and BAE Systems results; Jeff Shockey's abrupt departure from RTX to joining Boeing to run the beleaguered giant's government operations; the fire that gutted leading aerospace fasteners maker SPS Technologies; and Trump's interest in modifying a Qatari 747-8 as the next Air Force one until his real Air Force ones are ready.

Der 19. DAX-Rekord in Folge währte nur kurz: Nach einem Allzeithoch von 22.935 Punkten am Morgen rutschte der Index bis zum Handelsschluss um 1,8 % auf 22.435 Zähler ab. Der Euro-Stoxx-50 verlor 1,3 %. Grund ist die Ankündigung von US-Präsident Trump, 25 % Zölle auf Autoimporte zu erheben, was die Inflation in den USA antreiben und Zinssenkungen der Fed erschweren könnte. Gold stieg als sicherer Hafen auf ein neues Rekordhoch von 2.947 Dollar. Firmen im Fokus: Nikola meldet Insolvenz nach US-Recht, Aktie -38 %. MTU Aero Engines mit Rekordgewinn von 642 Mio. Euro, dennoch -5 %. Philips stürzt nach hoher Steuerbelastung um 11,5 % ab. Delivery Hero -4,7 %, Citigroup stuft auf "Sell" ab. SAF-Holland: EBIT -6 % auf 190 Mio. Euro, Umsatz -11 %. HSBC mit Rekordgewinn von über 32 Mrd. Dollar, plant Kostensenkungen um 1,5 Mrd. Dollar bis 2026. BP erwägt Verkauf der Castrol-Sparte für ca. 10 Mrd. Dollar. BAE Systems profitiert von hoher Nachfrage nach Waffen und Rekordaufträgen von 78 Mrd. Pfund. Zum Schluss: "Die Börse reagiert oft wie ein Betrunkener auf einer Rolltreppe - unberechenbar, aber mit einer klaren Richtung." - André Kostolany.

Onder Trump 1.0 was het 'America First'. Vanaf nu is het 'America Only'. Europa mag niet eens meer meedoen met de vredesbesprekingen over Oekraïne. En ook Oekraïne zelf mag niet aanschuiven als het aan president Donald Trump ligt. Hij wil zo snel mogelijk een deal sluiten en geeft ook geen garantie meer dat Oekraïne de ingenomen gebieden ooit terugkrijgt. Europa ziet het niet al te optimistisch in, want dat betekent dat we voortaan niet meer op Amerika's bescherming kunnen rekenen. Dus moeten er meteen miljarden op tafel gesmeten worden. Honderden miljarden. Die gaan Europa's eigen defensie weer op peil brengen. Terwijl de Europese leiders het over oorlog hebben, vieren beleggers feest. Want die zien hun defensie-aandelen de lucht in schieten. Of ze terecht enthousiast zijn, en hoe jij je wapent tegen Amerika's nieuwe motto, dat vertellen we je in deze aflevering. En dan hebben we het ook over die andere oorlog, die voor Trump juist niet lang genoeg kan duren: zijn eigen handelsoorlog. De nieuwste ontwikkeling vindt plaats in Taiwan, want hij dwingt chipmaker TSMC om de reddende engel voor Amerikaanse concurrent Intel te worden. En je hoort ook nog over China. De overheid draaide een paar jaar terug de duimschroeven aan bij de eigen techsector omdat die te machtig werd. Maar Peking maakt een ommezwaai en is nu weer de beste vriendjes met bedrijven als Alibaba en Tencent. See omnystudio.com/listener for privacy information.

Onder Trump 1.0 was het 'America First'. Vanaf nu is het 'America Only'. Europa mag niet eens meer meedoen met de vredesbesprekingen over Oekraïne. En ook Oekraïne zelf mag niet aanschuiven als het aan president Donald Trump ligt. Hij wil zo snel mogelijk een deal sluiten en geeft ook geen garantie meer dat Oekraïne de ingenomen gebieden ooit terugkrijgt. Europa ziet het niet al te optimistisch in, want dat betekent dat we voortaan niet meer op Amerika's bescherming kunnen rekenen. Dus moeten er meteen miljarden op tafel gesmeten worden. Honderden miljarden. Die gaan Europa's eigen defensie weer op peil brengen. Terwijl de Europese leiders het over oorlog hebben, vieren beleggers feest. Want die zien hun defensie-aandelen de lucht in schieten. Of ze terecht enthousiast zijn, en hoe jij je wapent tegen Amerika's nieuwe motto, dat vertellen we je in deze aflevering. En dan hebben we het ook over die andere oorlog, die voor Trump juist niet lang genoeg kan duren: zijn eigen handelsoorlog. De nieuwste ontwikkeling vindt plaats in Taiwan, want hij dwingt chipmaker TSMC om de reddende engel voor Amerikaanse concurrent Intel te worden. En je hoort ook nog over China. De overheid draaide een paar jaar terug de duimschroeven aan bij de eigen techsector omdat die te machtig werd. Maar Peking maakt een ommezwaai en is nu weer de beste vriendjes met bedrijven als Alibaba en Tencent. See omnystudio.com/listener for privacy information.

In this episode, Jeff Smith discusses his extensive career journey, including his work with unmanned undersea vehicles (UUVs) and his experiences starting his own business. Jeff shares his insights on building strong teams, the challenges and opportunities in undersea exploration, and the importance of mentors and trusted networks in achieving success. Additionally, Jeff delves into his personal passion for scuba diving and underwater treasure hunting. Episode Highlights: 00:57 How Jeff Became a Subsea and Seabed Warfare Consultant 02:14 Jeff Smith's Career Journey 05:21 The Leap of Faith: Starting a Business 13:44 Challenges and Opportunities in Undersea Exploration Jeff Smith is a Subsea and Seabed Warfare Consultant with Poroy Global Advisors. Prior to recently joining PGA, Jeff was the VP/GM for Autonomous and Undersea Systems at Saab, Inc. responsible for growing a new US division focused on UUVs, ROVs, USVs, and Autonomy. Jeff stood up the AUS Division securing over $300M in long term programs, building out multiple new facilities, and staffing an exceptional team in less than 3 years. Prior to joining Saab, Jeff was a Chief Scientist for UUV Systems for BAE Systems FAST Labs. Jeff was the president and founder of Riptide Autonomous Solutions, a major market disruptor in the unmanned undersea vehicle (UUV) market and brought the company to acquisition by BAE Systems in 4 years. Jeff has spent 30 years supporting the US Navy through his industry roles at General Dynamics, Bluefin Robotics, Riptide, BAE Systems, and now Saab. Over the past several years, Jeff has been selected as a UUV subject matter expert to participate in numerous war games and study panels focused on the future of undersea warfare. Jeff also holds patents in robotics, electro-optical systems, rapid prototyping, subsea battery safety systems, biomedical devices, and in a counter- sniper system, with additional patents pending. Jeff was formerly an advisor for Open Water Power, prior to their acquisition by L-3 Technologies. Jeff is also a member of the Board of Directors for Aretê Associates and numerous non-profit boards for defense, innovation, and blue technology. Connect with Jeff: LinkedIn: https://www.linkedin.com/in/jeffsmithgdais/ Company Website: https://poroyglobal.com/ For more insights: Book a call: https://bit.ly/4cToGDs Follow me on my YouTube Channel: https://bit.ly/47GgMdn Sign up for my Weekly Newsletter: https://bit.ly/3T09kVcSee omnystudio.com/listener for privacy information.

Today we take a closer look at weapons and defence-related holdings. We ask the question, what does responsible investing mean in the context of conflict?To answer this question Estelle Parker, co-CEO at Responsible Investment Association Australasia (RIAA) joins guest host, Financial Standard senior journalist Karren Vergara on the podcast today.In her reporting, Karren Vergara has found many of Australia's super funds have no qualms about investing in contraversial weapons manufacturers like BAE Systems, Lockheed Martin, and Elbit.This episode uncovers investment risks, how materiality thresholds impact decision-making, and the call from super members for greater transparency – and even divestment from – weapons and defence-related holdings.This podcast uses the following third-party services for analysis: OP3 - https://op3.dev/privacy

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss aerospace and defense stock performance on Wall Street and in Europe, Airbus' delivery figures and whether 737 Max production remained stalled after a seven-week strike, a federal judge rejected Boeing's $1 billion plea deal for misleading regulators leading to two deadly 737 crashes, Safran's capital markets day, the US Air Force decision to leave the fate of the manned fighter element of the service's Next Generation Air Dominance program to the incoming Trump administration, a week after Elon Musk criticized the F-35 Lightning II fighters Britain's defense chief Adm. Sir Tony Radakin lauded the “power” of the stealthy jet noting Israel used them and low observable JASSM cruise missiles — fired from more than 100 miles outside Iran's borders — to devastate the country's air defenses, India's interest in more Rafale fighters as Saudi Arabia also eyes the Dassault Aviation jet, and Sweden, Denmark and Ukraine order $2.5 billion in CV90 combat vehicles from BAE Systems.

Tenemos en el punto de mira a compañías europeas como Direct Line, Aviva, Delibery Hero, MTU Aero, Airbus, Bae Systems y BHP. Con Gisela Turazzini, CEO y cofundadora de Blackbird Broker.

In der heutigen Folge von „Alles auf Aktien“ sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über einen toughen Tag für Tech, einen Kurssprung bei Iren und einen Dämpfer für Zinssenkungshoffnungen. Außerdem geht es um Intel, Parrot, eHang, AeroVironment, Northrop Grumman Corporation, Lockheed Martin, Kratos, Textron und Boeing, Elbit, Thales, SAAB, BAE Systems, Ambarella, Nvidia, AdvisorShares Drone Technology, ishares Global Aerospace &Defence (WKN: A3E1JS), Invesco Defense Innovation (WKN: A40J95), Rocket Lab, Leidos Holdings, Iris Energy, Arrowhead, Bitcoin, Sarepta, VW und Amundi MSCI USA Ex Mega Cap ETF (WKN: ETF222), Amundi MSCI USA Mega Cap UCITS ETF (WKN: ETF220) Wir freuen uns an Feedback über aaa@welt.de. Ab sofort gibt es noch mehr "Alles auf Aktien" bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

NASA's moving ahead with two fantastic missions potentially looking for life-supporting conditions on moons of Jupiter and Saturn, that's pretty cool. There's a startup out of France that's working on space robots with 5 arms to take out rogue spacecraft, that's wild. And if all else fails, put on your headphones and listen to the calming Yule Log video that NASA just uploaded. Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our weekly intelligence roundup, Signals and Space, and you'll never miss a beat. And be sure to follow T-Minus on LinkedIn and Instagram. T-Minus Guest Our guest today is Clémence Poirier, Senior Cyberdefense Researcher at the Center for Security Studies at ETH Zurich. You can connect with Clémence Poirier on LinkedIn, and read her report on this website. Selected Reading NASA's Europa Clipper: Millions of Miles Down, Instruments Deploying (NASA) NASA Awards Launch Services Contract for Dragonfly Mission (NASA)  Japan's space agency halts Epsilon S rocket engine test after explosion (Reuters) Slingshot wins $13.3M NOAA contract to support space navigation (Slingshot Aerospace)  Hazardous Space Object Capture Startup Wins French Sim Contract (Aviation Week Network)  Airbus to provide UK Ministry of Defence with next-generation satellite modems for Skynet milsatcoms (Satellite Evolution) CORRECTING and REPLACING Inversion Raises $44 Million to Power On-Demand Delivery from Space (BusinessWire) US finalizes awards to BAE Systems, Rocket Lab for semiconductor chips (Reuters)  WA Space Week Launches $Multi-Million Satellite Plan (Mirage News) NASA Rocket Engine Fireplace (NASA YouTube) T-Minus Crew Survey We want to hear from you! Please complete our 4 question survey. It'll help us get better and deliver you the most mission-critical space intel every day. Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at space@n2k.com to request more info. Want to join us for an interview? Please send your pitch to space-editor@n2k.com and include your name, affiliation, and topic proposal. T-Minus is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

In Episode 2, of Season 5 of Driven by Data: The Podcast, Kyle Winterbottom is joined by Johanna Hutchinson, Group Chief Data Officer at BAE Systems, where they discuss how the role of people and culture influence change, which includes;Government's perspective on data statisticsMaking data accessible to peopleThe importance of getting the right messages to the right peopleThe power of automation capabilitiesWhere the growth of AI increases in potentialThe notion of value within BAE systemsThe challenges of the defence industryInitial opportunities and challenges as Group CDOThe difference in perception between data and businessCreating core capabilitiesThe use of language and the differences in understanding itThe difference in culture between organisationsRecognising different team cultures across the same organisationThe changing world and how data fits into itThe impact that politics has on the defence sectorThe importance of transformation programmesBuilding an internal data communityMeasuring the impact of data on the businessThanks to our sponsor, Data Literacy Academy.Data Literacy Academy is leading the way in transforming enterprise workforces with data literacy across the organisation, through a combination of change management and education. In today's data-centric world, being data literate is no longer a luxury, it's a necessity.If you want successful data product adoption, and to keep driving innovation within your business, you need to start with data literacy first.At Data Literacy Academy, we don't just teach data skills. We empower individuals and teams to think critically, analyse effectively, and make decisions confidently based on data. We're bridging the gap between business and data teams, so they can all work towards aligned outcomes.From those taking their first steps in data literacy to seasoned experts looking to fine-tune their skills, our data experts provide tailored classes for every stage. But it's not just learning tracks that we offer. We embed a deep data culture shift through a transformative change management programme.We take a people-first approach, working closely with your executive team to win the hearts and minds. We know this will drive the company-wide impact that data teams want to achieve.Get in touch and find out how you can unlock the full potential of data in your organisation. Learn more at www.dl-academy.com.

In this episode, we examine four under-the-radar European dividend aristocrats. We also discuss the impact of investment trust discounts, BDCs as high-yield opportunities, and the moral dilemmas of investing in defence stocks. Plus, hear our take on Bitcoin and AI tools in financial analysis. Chapters: [00:00] Introduction and Work-Travel Realities [03:10] ASML Investor Day & Market Reactions [07:20] Siemens: Dividend Hikes, Electrification, and Automation [15:00] Spirax-Sarco: Steam Solutions and Cyclical Opportunities [21:12] Total Energies: Balancing Oil, Renewables, and Long-Term Strategy [32:30] BAE Systems: Defense Stocks, Morality, and Market Position [42:00] Sage Group: Small Business ERP Solutions & Cloud Transition [50:00] Listener Questions: Bitcoin, AI for Analysts, Pensions, and BDCs Companies Mentioned: ASML, Siemens, Spirax-Sarco, Total Energies, BAE Systems, Burberry, BP, Sage Group, and UK Wind. Follow Us:

APAC stocks traded with a predominantly positive bias albeit with gains capped following the uninspiring handover from Wall Street and as participants digested recent earnings releases and mixed Chinese activity data.Fed Chair Powell struck a hawkish tone as he stated that the economy is not sending signals that the Fed needs to be in a hurry to lower interest rates; money markets now price in around a 60% chance of a 25bps cut in December versus 80% pre-Powell.Chinese Industrial Production disappointed but Retail Sales topped forecasts, while Chinese Home Prices showed a steeper Y/Y drop although the M/M decline moderated.Israeli forces push deeper into Lebanon in a widening war campaign, while the expanding ground operation risks protracted conflict but could build leverage for ceasefire talks, according to WSJ.European equity futures are indicative of a negative cash open with the Euro Stoxx 50 future -0.5% after the cash market closed higher by 2.0% on Thursday.Looking ahead, highlights include German Wholesale Price, UK GDP, Services, US Retail Sales, Capacity Utilisation, BoC SLOS, Speakers include ECB's Lane & Cipollone, Fed's Collins & Williams, Earnings from BAE Systems & Alibaba.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Send us a textAt IMAPS Symposium 2024, the annual IMAPS Society Awards were presented. These awards recognize IMAPS members who stand out for their efforts. They are peer-nominated awards and selected by a panel of previous winners, so it's very special to receive one, as it means many members have noticed their efforts. In this episode, Françoise sits down with three of the award winners to talk about their IMAPS experience, at different stages of their careers.Emma P Pawliczak was awarded the Steve Adamson Student Award. She is currently getting her Ph.D. at Binghampton University. Brandon Hamilton won the Emerging Leader Award, is a program manager at BAE Systems in Cedar Rapids IowaDr. Phil Garrou won the Lifetime Achievement Award. He is an Advanced Packaging subject matter expert for DARPA and the DoD through his consulting company Microelectronic Consultants of NC (MCNC).  You'll learn about the history of IMAPS and its origins from PhilYou'll learn how Emma benefits from student opportunities at IMAPSYou'll learn about how IMAPS helped Brandon make connections in the industryAll three talk about mentorship opportunities and how IMAPS provides a supportive community throughout a microelectronics career. Contact the Speakers on LinkedIn:Dr. Phil Garrou, MCNCEmma Pawliczak, Binghamton University Brandon Hamilton, BAE SystemsIMAPS InternationalIMAPS is the largest society dedicated to microelectronics and electronics packaging advancement.Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showBecome a sustaining member! Like what you hear? Follow us on LinkedIn and TwitterInterested in reaching a qualified audience of microelectronics industry decision-makers? Invest in host-read advertisements, and promote your company in upcoming episodes. Contact Françoise von Trapp to learn more. Interested in becoming a sponsor of the 3D InCites Podcast? Check out our 2024 Media Kit. Learn more about the 3D InCites Community and how you can become more involved.

Welcome to the CavasShips Podcast with Christopher P. Cavas and Chris Servello…a weekly podcast looking at naval and maritime events and issues of the day – in the US, across the seas and around the world. This week…the commercial ship repair business is a major key to keeping the US Navy's ships in fighting trim but – like just about everything -- it is rife with problems and issues. Paul Smith, head of ship repair at one of the Navy's largest commercial repair yards, BAE Systems, is back with us to key in on the difficulties and issues surrounding the repair of US Navy ships. Please send us feedback by DM'ing @CavasShips or @CSSProvision or you can email chriscavas@gmail.com or cservello@defaeroreport.com.

Mike Smith, the president and CEO of Hanwha Defense USA, joins Defense & Aerospace Report Editor Vago Muradian to discuss the company's sweep of products, approach to expanding in the US market, it's investment strategy for growth including $100 million acquisition of a Philadelphia shipyard, key to driving innovation the innovation and capacity gains the Pentagon seeks, lessons from his tenure at BAE Systems on growing a US subsidiary of a foreign company in the United States, where he expects from the company in 10 years and at the Association of the United States Army's upcoming conference and tradeshow.

Patch Tuesday rundown. Microsoft integrates post-quantum cryptography (PQC) algorithms into its SymCrypt cryptographic library.The FTC finalizes rules to combat fake reviews and testimonials. A payment card thief pleads guilty. On our latest CertByte segment, N2K's Chris Hare and George Monsalvatge share questions and study tips from the Microsoft Azure Fundamentals (AZ-900) Practice Test.  Hard Drive Heaven: How Iconic Music Sessions Are Disappearing.  Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CertByte Segment Welcome to CertByte! On this bi-weekly segment hosted by Chris Hare, a content developer and project management specialist at N2K. In each segment, Chris is joined by an N2K Content Developer to help illustrate the learning. This week, Chris is joined by resident Microsoft SME George Monsalvatge to break down a question from N2K's Microsoft Azure Fundamentals (AZ-900) Practice Test. Have a question that you'd like to see covered? Email us at certbyte@n2k.com. If you're studying for a certification exam, check out N2K's full exam prep library of certification practice tests, practice labs, and training courses by visiting our website at n2k.com/certify. Reference: What is public cloud? (RedHat) Please note: The questions and answers provided here, and on our site, are not actual current or prior questions and answers from these certification publishers or providers. Remembering 9/11 In today's episode, we pause to honor and remember the lives lost on September 11, 2001. We pay tribute to the courageous first responders, the resilient survivors, and the families whose lives were forever altered by that tragic day. Amidst the profound loss, the spirit of unity and compassion shone brightly, reminding us of our shared humanity. Additionally, you can check out our special segment featuring personal remembrances from N2K CyberWire's very own Rick Howard, who was in the Pentagon on that fateful day. His reflections provide a heartfelt perspective on the events and are well worth your time. Tune in to hear his poignant insights. Special Edition Podcast In today's special edition of Solution Spotlight, we welcome Mary Haigh, Global CISO of BAE Systems, as she sits down with N2K's Simone Petrella. Together, they discuss moving beyond the technical aspects of cybersecurity to build and lead a high-performing security team. Selected Reading Microsoft Fixes Four Actively Exploited Zero-Days (Infosecurity Magazine) Adobe releases september 2024 patches for flaws in multiple products, including critical (Beyond Machines) Chrome 128 Update Resolves High-Severity Vulnerabilities (SecurityWeek) ICS Patch Tuesday: Advisories Published by Siemens, Schneider, ABB, CISA (SecurityWeek) Ivanti fixes maximum severity RCE bug in Endpoint Management software (Bleeping Computer) Microsoft Adds Support for Post-Quantum Algorithms in SymCrypt Library (SecurityWeek) Federal Trade Commission Announces Final Rule Banning Fake Reviews and Testimonials (Federal Trade Commission) Hacker pleads guilty after arriving on plane from Ukraine with a laptop crammed full of stolen credit card details (Bitdefender) Inside Iron Mountain: It's Time to Talk About Hard Drives (Mixonline) Share your feedback. We want to ensure that you are getting the most out of the podcast. Please take a few minutes to share your thoughts with us by completing our brief listener survey as we continually work to improve the show.  Want to hear your company in the show? You too can reach top security leaders. Explore our network sponsorship opportunities and build your brand where industry leaders get their daily news. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this Solution Spotlight, guest Dr. Mary Haigh, Global CISO of BAE Systems, speaks with N2K President Simone Petrella about moving beyond the technical to build a cybersecurity team. Learn more about your ad choices. Visit megaphone.fm/adchoices

Cadet Blizzard is part of Russia's elite GRU Unit. Apache releases a security update for its open-source ERP system. SonicWall has issued an urgent advisory for a critical vulnerability. Researchers uncover a novel technique exploiting Linux's Pluggable Authentication Modules. Google's kCTF team has discloses a critical security vulnerability affecting the Linux kernel's netfilter component. Predator spyware has resurfaced.  US health care firm Confidant Health exposes 5.3 terabytes of sensitive health information. Dealing with the National Public Data breach. On our Solution Spotlight: Mary Haigh, Global CISO of BAE Systems, speaks with N2K's Simone Petrella about moving beyond the technical to build an effective cybersecurity team. An AI music streaming scheme strikes a sour note.  Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CyberWire Guest On our Solution Spotlight segment, Mary Haigh, Global CISO of BAE Systems, speaks with N2K President Simone Petrella about moving beyond the technical to build a cybersecurity team. Selected Reading Russia's Most Notorious Special Forces Unit Now Has Its Own Cyber Warfare Team (WIRED) Apache Makes Another Attempt at Patching Exploited RCE in OFBiz (SecurityWeek) SonicWall Access Control Vulnerability Exploited in the Wild (GB Hackers) Linux Pluggable Authentication Modules Abused to Create Backdoors (Cyber Security News) PoC Exploit Released for Linux Kernel Vulnerability that Allows Root Access (Cyber Security News) Predator spyware resurfaces with signs of activity, Recorded Future says (CyberScoop) Therapy Sessions Exposed by Mental Health Care Firm's Unsecured Database (WIRED) Frustration Trying to Opt-Out After the National Public Data Breach (Security Boulevard) Musician charged with $10M streaming royalties fraud using AI and bots (Bleeping Computer) Share your feedback. We want to ensure that you are getting the most out of the podcast. Please take a few minutes to share your thoughts with us by completing our brief listener survey as we continually work to improve the show.  Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at cyberwire@n2k.com to request more info. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

How can we create a more inclusive workplace and data infrastructure? Dawn Carter, Enterprise Data Architect at BAE Systems, joins us this week to explore the intersection of diversity, inclusion, and data management. Together, we'll discuss actionable strategies for integrating these principles into change management and driving meaningful transformation in the data world.

How can we create a more inclusive workplace and data infrastructure? Dawn Carter, Enterprise Data Architect at BAE Systems, joins us this week to explore the intersection of diversity, inclusion, and data management. Together, we'll discuss actionable strategies for integrating these principles into change management and driving meaningful transformation in the data world.

Boeing's commercial market outlook, the AirVenture and Farnborough air shows, Airbus' A321XLR certification, funding for FAA infrastructure, Embraer's Eve flying taxi prototype, JetBlue's unpaid leave offer to flight attendants, and first officers decline to upgrade to captain. Aviation News Boeing Forecasts Demand for Nearly 44,000 New Airplanes Through 2043 as Air Travel Surpasses Pre-Pandemic Levels Boeing released its Commercial Market Outlook (CMO) for 2024-2043, including an interactive dashboard. CMO forecast highlights through 2043: The global commercial fleet is projected to grow 3.2% annually. The air cargo fleet will increase by two-thirds by 2043, to support 4.1% annual air cargo traffic growth. The number of global routes served by commercial airlines has returned to 2019 levels, even though nearly 20% of them are new, illustrating the adaptability of aviation in a dynamic market. Single-aisle airplanes will make up 71% of the 2043 fleet. The global widebody fleet will more than double, with twin-aisles comprising 44% of the Middle East fleet. It's Opening Week for Two of the World's Largest Airshows EAA AirVenture Oshkosh is July 22 – July 28, 2024. EAA has about 300,000 members worldwide. AirVenture sees more than 500,000 attendees over the week-long event they call The World's Greatest Aviation Celebration®. The Farnborough International Airshow is held every two years, alternating with the Paris Air Show. This year Farnborough is July 22 – July 26, 2024, and targets the global aerospace industry. See Farnborough Air Show 2024 - Preview from the Royal Aeronautical Society. Airbus A321XLR Receives EASA Type Certification The European Union Aviation Safety Agency (EASA) issued Type Certification for the Airbus A321XLR powered by CFM LEAP-1A engines. Airbus has a backlog of over 500 single-aisle A321XLR orders. Iberia is the launch customer and EIS is expected in November 2024. Airbus also has orders from Qantas, Icelandair, and IAG Group. Certification for the Pratt & Whitney GTF variant is to come next. Groups Push Lawmakers To Up FAA's ATC Equipment Budget Twenty-six industry associations sent a letter to the Appropriations Committees, the Senate Commerce Committee, and the House Transportation and Infrastructure Committee asking for more ATC modernization funding. The associations represent business and general aviation, airlines, air traffic controllers and specialists, pilots and flight attendants, and manufacturers. The groups note an uncommitted balance in the Airport and Airway Trust Fund (AATF) that could be used for the FAA's Facilities and Equipment (F&E) account. “We… believe more must be done to not only maintain and sustain the ATC system but also to modernize it.” The Airport and Airway Trust Fund (AATF), also known as the Aviation Trust Fund, was established in 1970 to help finance the FAA's investments in the airport and airway system, independent of the General Fund. Embraer's Eve rolls out flying taxi prototype, cash needs covered until 2027 Embraer subsidiary Eve Air Mobility revealed their full-scale eVTOL prototype. The fixed-wing aircraft uses eight propellers for vertical flight and an electric pusher motor. The first prototype does not have a cabin or pilot. The final aircraft will seat four passengers and a pilot. Eve was founded in 2020 and plans to obtain certification and enter service in 2026. Five conforming prototypes are planned for 2025. The company says they have letters of intent for 2,900 eVTOLs that seat four passengers and a pilot. Investors include United Airlines, BAE Systems, Thales, and Rolls-Royce. Eve eVTOL protype. JetBlue to Offer Six Months of Unpaid Leave to Flight Attendants, Trim Number of Crew Members On Transatlantic Flights A Transport Workers Union of America (TWU) memo says JetBlue is taking steps to reduce costs. Flight attendants should expect “significantly reduced” flying sched...