EPISODE · Apr 17, 2026 · 5 MIN
$150 billion and counting: Why HANetf says drones are the defence trade you can't ignore
from Proactive - Interviews for investors · host Proactive Investors
HANetf co-CEO Hector McNeil joined Proactive's Stephen Gunnion to make the case for the Drone UCITS ETF (LSE:DRON), targeting what he estimates will be $150 billion of drone spending between now and 2030. McNeil explained that modern conflicts have turned drones into a dominant force — low-cost, scalable, and increasingly decisive on the battlefield. But the opportunity extends beyond defence, with commercial applications in agriculture, logistics and beyond, continuing to expand. The ETF takes a pure-play approach, focusing on companies where drones are core to the business rather than a footnote in a large aerospace conglomerate's accounts. The index also includes mechanisms to fast-track new IPOs, keeping exposure current as the sector evolves rapidly. For more insights like this, visit Proactive’s YouTube channel, give the video a like, subscribe to the channel, and enable notifications so you never miss future updates. #DroneETF #DRON #HANetf #DroneTechnology #DefenseSpending #ETFInvesting #ThematicInvesting #UAV #Aerospace #InvestmentOpportunities #EmergingTech #CapitalMarkets
What this episode covers
HANetf co-CEO Hector McNeil joined Proactive's Stephen Gunnion to make the case for the Drone UCITS ETF (LSE:DRON), targeting what he estimates will be $150 billion of drone spending between now and 2030. McNeil explained that modern conflicts have turned drones into a dominant force — low-cost, scalable, and increasingly decisive on the battlefield. But the opportunity extends beyond defence, with commercial applications in agriculture, logistics and beyond, continuing to expand. The ETF takes a pure-play approach, focusing on companies where drones are core to the business rather than a footnote in a large aerospace conglomerate's accounts. The index also includes mechanisms to fast-track new IPOs, keeping exposure current as the sector evolves rapidly. For more insights like this, visit Proactive’s YouTube channel, give the video a like, subscribe to the channel, and enable notifications so you never miss future updates. #DroneETF #DRON #HANetf #DroneTechnology #DefenseSpending #ETFInvesting #ThematicInvesting #UAV #Aerospace #InvestmentOpportunities #EmergingTech #CapitalMarkets
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$150 billion and counting: Why HANetf says drones are the defence trade you can't ignore
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