Defence spending hits record highs: Are your portfolios ready?

Agenda

On 4th July, 2023, we launched Future of Defence UCITS ETF on London Stock Exchange (Ticker: NATO) and Deutsche Börse Xetra (WKN: A3EB9T). NATO allows investors to gain exposure to global companies generating revenues from NATO and non-NATO ally defence and cyber defence spending.

Russia’s invasion of Ukraine showed that the post-Cold War era is over. Countries are now waking up to their potential security vulnerabilities, be it in terms of military hardware or cyber defences.

In 2022, only seven of NATO’s then-30 members met the 2% of GDP military spending target set by NATO. But with war breaking out in Europe and tensions ratcheting up elsewhere, NATO members are now taking their defence spending seriously. The 2% target is now spoken of as “a floor not a ceiling.”

At the same time, investors that have previously avoided investing in the defence sector due to ESG concerns are reassessing. For a growing number of investors, companies involved in developing and producing the means for countries to defend themselves against aggressor states should not face automatic exclusion.

About this Webinar

Date:
Thursday, July 13 2023
Time:
15:00 – 16:00 GMT
Speaker:
- Jane Edmondson, Co-founder and CEO at EQM Indexes
- Julie Cane, Co-founder and CEO at Democracy Investments, former U.S. Naval Aviator
- Tom Bailey, Head of Research at HANetf

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