On the Couch
Join Marcus Padley and Henry Jennings as they sit down with fund managers, CEOs, investors, and finance professionals to tackle the big issues and explore strategies for navigating choppy investment markets. Great guests, engaging conversations, and plenty of money-making ideas delivered straight from the experts.
On the Couch
On the Couch 'Quickie' with Andrew Wielandt: The Rise of Defence ETFs
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.
If you’re looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.
Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.
Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.