Welcome to another episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world.
In this 'quickie' episode, Henry Jennings is joined by his good friend Andrew Wielandt, also known as The ETF Whisperer.
The focus is on defence investing, with growing pressure on Europe to defend itself and massive gains in European arms makers over the past few years - Rheinmetall is up 600% since the invasion of Ukraine. With defence spending on the rise, Henry and Andrew take a closer look at how investors can gain exposure to the sector.
It may not be very ESG-friendly, but it's becoming a necessity.
They cover the three main Defence ETFs on the ASX:
- DFND
- ARMR
- DTEC
Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions.
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