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Defence stock strategies in a less stable world

Brian Madden of First Avenue Investment Counsel said military spending will be structurally higher due to a reset of globalization and the Pax Americana since Trump 2.0 began, despite ongoing wars.
Madden cited conflicts such as the war in Ukraine, a potential U.S. strike on Iran's nuclear facilities in 2025, and President Trump's push for NATO members to increase defense spending as reasons to invest in defense stocks beyond Middle East conflicts.
Chris McHaney of Global X Investments Canada noted the U.S. has historically been the largest defense spender but suggested that as globalization unwinds, the U.S. may no longer defend everyone.
Madden suggested Canadian investors could consider companies like Bombardier Inc. and CAE Inc., which have hybrid civilian and defense roles, for defense sector exposure.

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The Toronto Star

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Lean Left

Defence stock strategies in a less stable world

With global hostilities rising, experts say investors should take a fresh look at defence companies.

14 hours ago·Toronto, Canada

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Investment Executive

Defence stock strategies gain spotlight amid global conflicts

Investors can look beyond weapons to cybersecurity, AI and drone technology The post Defence stock strategies gain spotlight amid global conflicts appeared first on Investment Executive.

18 hours ago

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