Neuberger Space Fund buys European defense stocks after Iran war selloff
Updated
Updated · Bloomberg · Apr 29
Neuberger Space Fund buys European defense stocks after Iran war selloff
7 articles · Updated · Bloomberg · Apr 29
The fund, led by Evelyn Chow, recently acquired shares in Leonardo SpA, Avio SpA, and Indra Sistemas SA.
This move follows a stock selloff triggered by the outbreak of the Iran war, which created attractive valuations for European defense manufacturers.
Rising global defense spending and anticipation of SpaceX's US market debut are further influencing investment strategies in the space and defense sector.
With the SpaceX IPO set to reshape the market, are European space stocks the last real bargains?
Is Avio's new US factory a sign that Europe's defense industry is now serving American military needs?
After its failed merger and stock drop, can Indra still deliver on its ambitious space and defense goals?
As investors capitalize on war-driven markets, what are the hidden costs of the global arms race?
Is Europe's massive defense spending surge a true quest for autonomy or a response to US pressure?
Are orbital data centers a real future market or just hype fueling the current space investment bubble?