Geopolitical risk is one of six factors set to disrupt credit in 2026, with conflict potentially manifesting through trade and investment barriers, as well as more restrictive access to goods such as semiconductors and critical minerals.
Aerospace and defense capabilities play an important role in shaping today’s and tomorrow's security and industrial landscape. Discover insights into companies operating across the aerospace and defense ecosystem — informed by credit ratings, sector analysis, and risk assessments.
Advanced platform that helps law enforcement, police, and financial intelligence units to uncover complex ownership paths, identify bad actors, and automate investigation workflows.
Standardized and comparable intelligence on more than 600 million public and private entities worldwide to help conduct supplier analysis, identify exposure to foreign influence, and make more strategic supply chain decisions.
Russia's war on Ukraine (Ca stable) and the gradual disengagement of the US (Aa1 stable) from its role as a provider of security in Europe are driving European governments' push to increase defence spending, mitigating geopolitical risks. While fiscal space and geography will determine the speed and scope of this structural change, the levels of pressure on countries' budgets differ.
On 10 September, European Commission President Ursula von der Leyen delivered her State of the Union address, urging the EU (Aaa stable) to respond decisively to escalating geopolitical and economic pressures. In this report, we assess the scale of funding required to rearm the region, explore financing options, and highlight key operational challenges that lie ahead.
For every nation, safeguarding supply chains is more than a logistical puzzle; it’s a matter of national security and prosperity. Indeed, resilient and secure supply chains are a non-negotiable, especially when used for critical national operations across defense and infrastructure to healthcare and technology.
When advancing national security, there are two fatal misjudgments an actor can make: underestimating your adversary or overestimating your own strength. These two errors, according to NATO, are a consequence of organizational complacency.
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