Defence update: Cyber & SaaS - Is a vital part of the Market trading a steep Discount or is it Warranted?

At a time of pronounced geopolitical uncertainty, traditional defence names have captured investor attention off the back of conspicuous government contracting, leading to elevated P/E ratios.

However, the defence story is arguably much wider, encompassing cyber security and SaaS companies as well. In contrast, these companies are trading at a discount to their historical averages - by up to 27% on average.

 This webinar will examine the reasons for this, as well as:

• What role does Cyber and SaaS play in the defence sector?
• How can an index screen for Cyber names with defence contracts?
• How do defence-linked Cyber differ from broader Cyber?
• Is AI an opportunity or a risk for defence-linked Cyber and SaaS companies?