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Analysis-Europe's top money managers start to bring defence stocks in from the cold


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Published in Stocks and Investing on Friday, March 14th 2025 at 1:01 GMT by Reuters   Print publication without navigation

  • European asset managers are reconsidering their policies on investing in defence, under pressure from clients and some politicians to loosen restrictions and help fund the continent's race to re-arm.

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 ]

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