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Defence shares rally

EPISODE · Mar 31, 2026 · 17 MIN

Defence shares rally

from Friends With Money

Defence stocks explained: ETFs, cyclical risks, and ethical investing | Friends With Money In this week's Friends With Money, editor-in-chief Michelle Baltazar speaks with Alex Jamieson of Jamieson Private Wealth about why defence shares have rallied amid widening Middle East conflict, disrupted shipping lanes, and higher oil prices.Jamieson explains how “defence” now spans drones, robotics, AI, cybersecurity, and software, and argues rising geopolitical risk and NATO catch-up spending make it a longer-term structural theme, though stocks can be cyclical and require active rebalancing and profit-taking.01:30 What counts as defence stocks02:22 Why defence stocks are rallying04:02 Do you already have exposure05:46 Cyclical stocks and profit-taking07:49 Fear trade or structural trend?09:58 Defence ETFs to consider11:53 Stock spotlight: DroneShield13:21 Ethics of defence investingPodcast Links:Listen on Apple PodcastsListen on SpotifyMoney WebsiteYouTube Podcast PlaylistEmail Us: [email protected] stories like this in our newsletter: bit.ly/3GDirbR

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Defence shares rally

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