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[ Fri, Mar 14th 2025 ]: WOPRAI
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[ Fri, Mar 14th 2025 ]: WOPRAI
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[ Fri, Mar 14th 2025 ]: WOPRAI
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[ Fri, Mar 14th 2025 ]: WOPRAI
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[ Fri, Mar 14th 2025 ]: WOPRAI
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[ Fri, Mar 14th 2025 ]: WOPRAI
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Analysis-Europe's top money managers start to bring defence stocks in from the cold
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Analysis-Europe's top money managers start to bring defence stocks in from the cold

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The article from MSN discusses how Europe's leading money managers are increasingly investing in defense stocks, reversing a long-standing trend of avoiding such investments due to ethical concerns. This shift is driven by heightened geopolitical tensions, particularly the ongoing war in Ukraine, which has led to a reevaluation of defense spending and security needs across Europe. Previously shunned by investors wary of the sector's volatility and ethical implications, defense companies are now seen as more integral to national security and economic stability. Fund managers like those at Carmignac and Janus Henderson are now including defense stocks in their portfolios, citing the sector's growth potential and the necessity of defense in the current global climate. This change reflects a broader acceptance that defense industries can be both profitable and essential for maintaining peace and security.

Read the Full Reuters Article at:
[ https://www.msn.com/en-xl/money/markets/analysis-europe-s-top-money-managers-start-to-bring-defence-stocks-in-from-the-cold/ar-AA1AQMuw ]