Europe is in the middle of a defence technology awakening, but most investors are still treating it like just another trend to chase. Yes, over €5.2 billion flowed into European defence and dual-use ventures in 2025 alone. Capital is moving. But here's the thing: speed isn't the same as strategy. The real winners won't be the first through the door; instead, they'll be the ones who actually understand the door they're walking through. The future of European defence belongs to

In an unstable world, Europe can no longer rely on diplomacy alone. In a recent interview, Simon Coveney argues that security, resilience and defence-enabling technologies are now essential to protecting economies, infrastructure and democratic systems and explains why Fulcrum is investing where policy, procurement and long-term demand now converge.

Simon Coveney and Martin Scott speaking at the Irish Funds conference in London on defence investment and ESG.

Canada–EU defence cooperation is moving from dialogue to delivery—via the Security and Defence Partnership and an access pathway to SAFE joint procurement. Here’s what it changes for defence-tech investors on both sides of the Atlantic.

Defence-tech investing isn’t “SaaS with security clearance.” ITAR, CFIUS and FOCI can strand capital, block exits and disqualify contracts unless regulatory expertise is built in from day one.

SAFE (Security Action for Europe) is the EU’s €150bn defence loan instrument for joint procurement. Here’s what it changes for founders, investors and transatlantic suppliers—and what to watch next.

Europe’s defence tech market is accelerating, but early-stage funding, procurement cycles and regulation still constrain scale. Here’s what’s changing and why it matters.

NATO’s decision to raise defence spending to 5% of GDP marks a generational shift. Ireland may be neutral, but its cables, data centres and Atlantic position make resilience and security a strategic economic imperative.

a high-level forum focused on strategic dialogue at the intersection of resilience, security, innovation, and investment.