Relative Return Unplugged: Why are defence ETFs taking off?
We explore the current state of global military power structures and how a range of factors are influencing defence spending among both the large powers and their smaller counterparts. Viewing this from an investment market perspective, we break down the almost inevitable move from investment managers to launch defence-related ETFs.
Comparing the new defence ETFs launched by VanEck (DFND), Betashares (ARMR), and Global X (DTEC), we look at the key differentiators across the market and which technologies and regions they are focused on.
Tune in to hear:
- How a new era of conflict and defence spending is affecting global markets and investor behaviour.
- The ethical considerations of investing in defence and military companies.
- Whether defence investment is sustainable in the long term.
- The potential risks of volatility in defence stocks over time.
AUTHOR
Keith Ford
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