PAT Perspectives #15: How increased defence spending and energy security concerns are reshaping the European logistics sector

Europe is entering a new era of defence readiness and energy resilience. With NATO members committing to ramp up defence spending from 2% to as much as 5% of GDP, supply chain fractures caused by international conflicts and growing moves towards deglobalisation, the way goods move across the continent and warehouses are used is changing. But what does this mean in practice for real assets investors - and for PATRIZIA’s own logistics strategy?In this episode of PAT Perspectives - the podcast where we ask our guests five key questions on one topic or trend shaping the real assets sector - we’re joined by Emile Poort, PATRIZIA Co-Head of Investment Management and Head of Investment Management Logistics. With host Andrew Belt asking the questions, Emile explores where the impact of defence spending might be felt most keenly in the logistics sector, what implications there might be for ESG aspirations and how this will impact PATRIZIA’s own logistics strategy, particularly in relation to the company’s investment focus on the DUEL megatrends of digitalisation, urbanisation, energy transition and modern living.Find out more at https://www.patrizia.ag/en/