Rheinmetall

Deep Dive: Analysts identify pockets of potential in cooling defence sector

Equities

Deep Dive: Analysts identify pockets of potential in cooling defence sector

Valuations stretched

29 May 2026 • 3 min read

Morningstar's Kenneth Lamont: A look beyond the labels as defence funds boom

Funds

Morningstar's Kenneth Lamont: A look beyond the labels as defence funds boom

Middle East conflict adds new layer of focus

11 March 2026 • 5 min read

Investor attitudes towards defence stocks split amid geopolitical uncertainty

Funds

Investor attitudes towards defence stocks split amid geopolitical uncertainty

'Attitudes have shifted'

17 February 2026 • 1 min read

Hargreaves Lansdown's Derren Nathan: Sectors to watch amid heightening global tensions

US

Hargreaves Lansdown's Derren Nathan: Sectors to watch amid heightening global tensions

Unpredictable foreign policy

20 January 2026 • 4 min read

Trump's Maduro move and the 'Donroe doctrine' reinvigorating defence stocks

Equities

Trump's Maduro move and the 'Donroe doctrine' reinvigorating defence stocks

Defence spending a major 2025 fiscal theme

06 January 2026 • 4 min read

UK markets and defence stocks rally while US indices lull

Markets

UK markets and defence stocks rally while US indices lull

UK gilt yields slide

05 January 2026 • 4 min read

NATO summit sends defence stocks up as states expected to diverge on 5% military spending target

Global

NATO summit sends defence stocks up as states expected to diverge on 5% military spending target

Target path 'gradual and uneven'

26 June 2025 • 4 min read

Investors dispute defence stock overvaluation concerns as military spending grows

Companies

Investors dispute defence stock overvaluation concerns as military spending grows

Following ‘depressed decade’

24 July 2024 • 4 min read

ESG

A farewell to arms: ESG 'firewall' essential in cyber security portfolios

Thorough screening of stocks required

10 September 2020 • 3 min read