Assessing how geopolitical tensions drive technological priorities and security strategies.
Rising geopolitical tensions and an increasingly uncertain security environment are pushing Europe into a period of accelerated development in defense-related technologies and security industries. Many countries are ramping up investment in innovation to secure strategic advantages and strengthen resilience.
For Switzerland, this shift brings both opportunities and risks. As a neutral, politically stable country with a knowledge-driven economy, it can position itself as an even more attractive destination for investment in high-tech sectors, including dual-use technologies. This could reinforce its role as a safe haven for capital, expertise, and talent, while also increasing its influence over international technology standards.
At the same time, Europe’s growing demand for defense technologies may create pressure for deeper integration with partners and participation in projects that require Switzerland to balance its neutrality with economic interests. There is also the risk of parts of the economy becoming dependent on defense-sector cycles, as well as potential trade tensions arising from export restrictions or conflicting international regulations. For Swiss businesses across sectors, this shifting landscape means operating in a Europe where security, resilience, and technological sovereignty are climbing to the top of political and economic agendas. Even companies outside the defense industry may see indirect effects—such as new compliance requirements, shifts in supply-chain priorities, or increased demand for secure infrastructure and trusted technology partners. Those able to align with these trends without compromising on Switzerland’s values will be best positioned to thrive.