NATO spending surge: European defense stocks and long-term investment impacts Podcast Por arte de portada

NATO spending surge: European defense stocks and long-term investment impacts

NATO spending surge: European defense stocks and long-term investment impacts

Escúchala gratis

Ver detalles del espectáculo

Acerca de esta escucha

 Jane Edmondson VettaFi Head of Index Product Strategy at TMXVettaFi joined Steve Darling from Proactive to introduce the firm's latest innovation in thematic investing: the Army Future of Defense ETF. The new fund follows on the heels of VettaFi’s highly successful NATO Future Defense UCITS ETF, which recently surpassed $2.5 billion in assets under management, reflecting intense investor demand for defense-sector exposure. Edmondson explained that while the NATO ETF focuses broadly on global defense, cyber defense, and defense technology, the new Army Future of Defense ETF is more targeted, with a distinct European emphasis. “Ninety percent of the index portfolio is allocated to European companies,” she said, positioning the fund to capitalize on a massive wave of defense-related investment driven by a renewed sense of urgency in regional security. That urgency stems from the European Union’s $800 billion rearmament initiative, which includes €650 billion in defense spending and an additional €150 billion in credit facilities over the next four years. These commitments are reshaping Europe’s defense landscape and fueling strong investor interest in companies poised to benefit from the spending boom. To help bridge the region’s existing technology gap—estimated to be five years behind defense innovation leaders like the U.S.—the ETF also includes select holdings from South Korea and Israel. “Having exposure to countries like South Korea and Israel that are typically more high tech can help bridge that gap over the next few years,” Edmondson noted, highlighting the strategic inclusion of tech-forward allies. Looking ahead, Edmondson pointed to the upcoming NATO summit in the Netherlands on June 24–25, where discussions are expected to include a proposed increase in defense spending targets to 5% of GDP. This new benchmark would extend beyond traditional military investments to incorporate modern threats and capabilities—including cybersecurity, artificial intelligence, infrastructure resilience, and emerging defense technologies. She further emphasized the strength of global defense spending, which reached $2.7 trillion in 2023, with NATO members accounting for more than half of that total. Rising geopolitical tensions are also prompting significant increases in military budgets across the Asia-Pacific region, with countries such as South Korea, Australia, Japan, and India signaling higher future allocations. #proactiveinvestors #vettafi #hanetf #DefenseSpending #Cybersecurity #NATO #DefenseETF #JaneEdmondson #VettaFi #DefenseTech #GlobalSecurity #Investing #MilitaryTech #trump
adbl_web_global_use_to_activate_webcro805_stickypopup
Todavía no hay opiniones