Description
In this episode, David looks at one of the most talked-about areas of the European market: defence. With NATO spending commitments rising, Donald Trump putting fresh pressure on Europe to fund more of its own security and geopolitical tensions from Ukraine to Iran keeping defence in focus, the sector has moved rapidly from niche theme to mainstream investment story.
For ETF investors, the question is not simply whether defence spending is rising. It is whether active ETF managers can offer something different from passive defence trackers, by identifying the companies best placed to benefit from Europe’s long-term security reset.
Whether you are looking at thematic ETFs, active strategies or the next wave of European ETF launches, this is essential viewing for understanding how defence exposure is evolving.
What will be covered?
• Why defence has become a major European investment theme
• How NATO, Trump and global security tensions are reshaping the opportunity
• The difference between passive defence ETFs and active defence strategies
• Why active defence ETFs remain rare in Europe
• How managers are looking beyond traditional defence contractors
• The risks investors need to consider, from valuation to ethics and concentration
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