Quarterly Outlook
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Charu Chanana
Chief Investment Strategist
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The Defence Bull Market
Dan Squires
Head of Sales - UK
Summary: Are we entering a "new normal" for Defence Spending? Yesterday the UK Prime Minister announced that the UK will spend 2.5% of GDP on Defence - which equates to a GBP 57bn increase over the next 6 years. Defence stocks may be poised for further gains
Richi Sunak said yesterday "In a world that is the most dangerous it has been since the end of the Cold War, we cannot be complacent... we must do more to defend our country. Today is a turning point for European security". If other NATO members matched this 2.5% of GDP figure, that would be £140bn of extra defence spending a year. Saxo's best performing investment theme is already Defence, and these kind of announcements (plus arguably the new US aid package for Ukraine) will only increase the likelihood that these stocks keep on out-performing. Do you have any Defence names in your portfolio? If not, take a look..
Check out our investment theme: Defence
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