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Welcome to #ActiveETF Intelligence. Defence ETFs: DEFENCE, #EUROPE AND THE ACTIVE ETF QUESTION In this episode, David looks at one of the most talked-about areas of the European market: defence. With NATO spending commitments rising, Donald Trump putting fresh pressure on Europe to fund more of its own security and geopolitical tensions from Ukraine to Iran keeping defence in focus, the sector has moved rapidly from niche theme to mainstream investment story. For ETF investors, the question is not simply whether defence spending is rising. It is whether active ETF managers can offer something different from passive defence trackers, by identifying the companies best placed to benefit from Europe’s long-term security reset. Whether you are looking at thematic ETFs, active strategies or the next wave of European ETF launches, this is essential viewing for understanding how defence exposure is evolving. What will be covered? • Why defence has become a major European investment theme • How NATO, Trump and global security tensions are reshaping the opportunity • The difference between passive defence ETFs and active defence strategies • Why active defence ETFs remain rare in Europe • How managers are looking beyond traditional defence contractors • The risks investors need to consider, from valuation to ethics and concentration Make sure you subscribe to our YouTube channel and click the notification button so that you are alerted to all our future weekly live shows. This information is only suitable for persons in the UK or EU. QuotedData is a trading name of Marten & Co which is authorised and regulated by the Financial Conduct Authority. QuotedData publishes free, reliable educational resources, research and news on carefully selected sectors and companies, some of which is sponsored. UK investment companies and REITs form the core of our coverage, offering investors a professional investor quality service. In addition, we provide data, including performance charts and statistics, across the full spectrum of pan-European equities. Our team of expert analysts writes with a balanced view and our goal is to provide you with the information you need to make your own investment decisions, or to understand in more detail what your adviser is recommending to you. #quoteddata #etf #investing #strategies #europe #stocks #equity #trading
