Marktlink Capital says pension funds ramp up defence, cybersecurity investment as NATO targets 5% of GDP

• Marktlink Capital Management Cooperatief UA flagged accelerating institutional investment in defense and (cyber)security, citing shifting geopolitics and policy changes.
• NATO members agreed in The Hague to target 5% of GDP for defense, (cyber)security, infrastructure, raising expected Dutch sector funding above EUR 40 billion by 2035.
• FD-cited holdings by seven Dutch insurers, pension funds, asset managers rose to EUR 2.71 billion in 2026 from EUR 1.07 billion in 2024.
• About 60% of the increase reflected valuation gains, with 40% driven by expanded positions, pointing to both performance and fresh inflows.
• The firm positioned its Defence & Security sector fund as a route into private equity exposure across Europe, North America.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Marktlink Capital Management Cooperatief UA published the original content used to generate this news brief on September 28, 2026, and is solely responsible for the information contained therein.