Love him or hate him, there’s no denying that Donald Trump has dramatically changed the way the world views the US and its foreign policy, accelerating a trend towards national defense spending. Companies in the aerospace and defense industry are set to benefit from increasing global demand – time to gear up your portfolio.
ISIN: CH0434695026
Positioned to benefit from durable, broad-based growth driven by increasing government military spending on the back of surging geopolitical risk, higher defense spending from major economic powers and the continued rise in the US military budget, the defense sector is expected to maintain its trajectory in the coming years. The rise in investment should see a general uptick worldwide as global tensions boost demand for military equipment and expand margins accordingly. The Global Defense Certificate focusses on companies operating in the defense sector, ranging from large, military and defense solution providers to engineering high-tech companies.
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