European stocks are benefitting from defence budget boost | Aneeka Gupta, WisdomTree Ep.134

On the podcast in this episode, host Stuart Fieldhouse chats with Aneeka Gupta, Director of Macroeconomic Research at WisdomTree about the health of the European Defence sector and how governmental spending is impacting on defence stocks. For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register 00:00 What exactly is the Defence sector? 02:04 Do European defence companies especially benefit from Trump's 'America First' 05:24 Are current valuations justified? 08:35 Are there overlooked companies in the European defence sector? 10:24 Are US defence stocks the likely losers? 12:58 ESG and Defence 15:08 Cybersecurity companies now sit within the Defence sector 16:31 The Asia-Pacific defence sector