Defence investing has been one of the hottest topics in European private equity over the past year. Firms including Warburg Pincus, PEI Group owner Bridgepoint, Carlyle Group and Tikehau Capital have all launched strategies or are mulling them, while LPs such as AkademikerPension, PensionDanmark, M&G Investments, PenSam and Finnish pension insurer Varma have either already invested in PE defence strategies or are considering doing so.
In this episode, senior editor Adam Le sits down with EMEA editor for investor intelligence Joe Marsh to delve into the types of strategies LPs are looking for in the defence arena; the challenges that come with exiting defence assets; the role that ESG plays in LPs' investment policies; and why the themes of security, sovereignty and resilience are increasingly on investors' minds.
Find all Private Equity International's defence-related coverage here.
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