# @blackrock on YouTube

- **Type:** Video
- **Original URL:** https://youtube.com/watch?v=iFrzXRWFSEw
- **Gondola URL:** https://gondola.cc/posts/68373685-blackrock-youtube
- **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/4bfbe99a2a.jpg
- **Posted:** 2026-07-17T04:00:31.000+00:00
- **Account Owner:** BlackRock (@BlackRock) — https://gondola.cc/BlackRock

## Caption

Defense investing is rapidly moving from the margins to the center of capital markets as geopolitical fragmentation, rising global tensions, and technological innovation reshape how nations allocate resources. What was once viewed as a niche or even overlooked sector is now emerging as a critical pillar of global infrastructure and security.

👀Check out the full episode on YouTube: https://youtu.be/dgrbQEfGPJM
🎧Or on Spotify: https://open.spotify.com/show/56rc5KHG6Btk19lEAmw7I2
👉 Subscribe to The Bid podcast playlist for more insights from BlackRock experts: https://1blk.co/48iHOs4

In this episode of The Bid, host Oscar Pulido sits down with Rolf Heitmeyer, Head of Industrials in BlackRock’s Fundamental Equities Group, to explore the forces driving this shift in defense investing. They discuss the surge in global defense spending, the changing competitive landscape between incumbent contractors and new entrants, and how innovation—from AI-enabled systems to low-cost drones—is transforming modern warfare. 

As geopolitical megaforces continue to evolve and technology reshapes security priorities, defense investing is becoming an increasingly relevant theme for investors seeking to understand the intersection of global politics, innovation, and markets.

#defensetechnology #defencenews #defensenews

## Stats

- **Views:** 636
- **Likes:** 0
- **Shares:** 0
- **Comments:** 0

## Tags

defensenews, defencenews, defensetechnology

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