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HANetf eyes Indo-Pacific defence ETF launch on 2nd anniversary of NATO ETF

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Manage episode 493489846 series 2891889
Content provided by Proactive Investors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Proactive Investors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
HANetf head of research Tom Bailey talked with Proactive's Stephen Gunnion about the performance and outlook for the Future of Defence UCITS ETF (LSE:NATO), which has reached approximately £2.7 billion in assets under management, up from £700 million at the start of the year. He attributed this growth to geopolitical developments, including rising defence spending commitments from European NATO members and increasing investor focus on security. Bailey explained that the ETF combines exposure to traditional defence companies and cybersecurity firms. “The inclusion of cybersecurity stocks within our defence strategy, we think, has been validated by this move,” he said, referring to NATO’s new 5% spending target adopted at the recent summit in The Hague. In addition, Bailey discussed the planned launch of a new ETF focused on the Indo-Pacific region. He outlined that this fund will target defence companies in India, South Korea, Japan, Taiwan and Australia, while excluding Chinese firms due to sanctions risk. He noted that defence budgets in the region remain relatively low compared to NATO countries, but commitments to increase spending are gaining momentum. For more interviews and insights, visit Proactive’s YouTube channel. Don’t forget to like this video, subscribe to the channel, and enable notifications so you never miss an update. #DefenceInvesting, #HANetf, #ETFs, #IndoPacificSecurity, #NATO, #Geopolitics, #CyberDefence, #InvestmentStrategies, #TomBailey, #DefenceSpending
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607 episodes

Artwork
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Manage episode 493489846 series 2891889
Content provided by Proactive Investors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Proactive Investors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
HANetf head of research Tom Bailey talked with Proactive's Stephen Gunnion about the performance and outlook for the Future of Defence UCITS ETF (LSE:NATO), which has reached approximately £2.7 billion in assets under management, up from £700 million at the start of the year. He attributed this growth to geopolitical developments, including rising defence spending commitments from European NATO members and increasing investor focus on security. Bailey explained that the ETF combines exposure to traditional defence companies and cybersecurity firms. “The inclusion of cybersecurity stocks within our defence strategy, we think, has been validated by this move,” he said, referring to NATO’s new 5% spending target adopted at the recent summit in The Hague. In addition, Bailey discussed the planned launch of a new ETF focused on the Indo-Pacific region. He outlined that this fund will target defence companies in India, South Korea, Japan, Taiwan and Australia, while excluding Chinese firms due to sanctions risk. He noted that defence budgets in the region remain relatively low compared to NATO countries, but commitments to increase spending are gaining momentum. For more interviews and insights, visit Proactive’s YouTube channel. Don’t forget to like this video, subscribe to the channel, and enable notifications so you never miss an update. #DefenceInvesting, #HANetf, #ETFs, #IndoPacificSecurity, #NATO, #Geopolitics, #CyberDefence, #InvestmentStrategies, #TomBailey, #DefenceSpending
  continue reading

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