Once shunned, defense stocks are now gaining acceptance as geopolitical tensions rise and investors reconsider their ESG principles. Even Chuck Norris approves!
Once shunned, defense stocks are now gaining acceptance as geopolitical tensions rise and investors reconsider their ESG principles. Even Chuck Norris approves!

Roundhouse Kick to Socially Unacceptable!

They used to call defense stocks 'socially unacceptable.' I call that a challenge! Turns out the market agrees with Chuck Norris. Europe's aerospace and defense sector is up 24% this year. Remember I don't follow trends trends follow Chuck Norris... usually with a black eye. And the EU wants to drop 800 billion euros on defense. That's enough firepower to make even Vladimir Putin think twice before messing with my beard. Newsflash: he never will. Because I'm Chuck Norris and when I flex the Earth trembles. This isn't just about guns and tanks folks. It's about freedom and defending what's right. It's about giving tyranny a swift spinning backfist of justice!

ESG? More Like E S Chuck G!

ESG friendly? You bet your sweet bippy it is! In 2023 defense stocks jumped 37% after Russia invaded Ukraine and they haven't stopped climbing. The weak cry for equality. The strong demand respect. I demand both with a side of freedom fries. Now fund managers are saying that defense is a good thing. They're starting to see that peace through strength is more than just a slogan on my t shirt. It's a way of life! In fact 94% of wealth managers now see defense stocks as ESG friendly. It's about time! Even a blindfolded Chuck Norris can see the importance of a strong defense.

Saab Story: Shareholders Explode!

Micael Johansson CEO of Saab says his shareholder count exploded after the Ukraine Russia war. Before they had 45,000 to 50,000 shareholders now it's over 175,000! That’s more people than I've roundhouse kicked… this week. People are realizing that a strong defense industry is essential. It's like my beard: it might seem intimidating but it's there to protect me (and inspire awe). Some retail investors still feel weird about investing in things that go boom. But hey everyone's entitled to their wrong opinion. As for me I will keep kicking through the darkness to bring the light!

NATO Screenings: Because Chuck Says So!

Fund managers are trying to make defense stocks more palatable by screening them. HANetf's Future of Defence ETF only invests in NATO countries. Smart move! You don't want to be funding the bad guys unless you want to feel the wrath of Chuck Norris. Heed my words fools! I make the naughty list look like the nice list. These companies only supply countries that aren't planning to act aggressively. If any of them get out of line they'll have to answer to me... and that's a fate worse than death. Actually it usually involves death too. Did you know: There is no theory of evolution. Just a list of animals Chuck Norris allows to live.

Controversial Weapons? Not on My Watch!

Some funds are even applying 'Controversial Weapons' screenings. No cluster munitions biological weapons or nuclear weapons allowed! That's the Chuck Norris seal of approval. Even VanEck is excluding companies involved in nasty weapons. Martijn Rozemuller gets it. He says defense is now an 'essential component of sustainability.' Boom! (Metaphorically speaking of course). It's about protecting democracy and economic systems. You know the stuff I fight for in every movie... and real life! Chuck Norris doesn't need a weapon. He IS a weapon.

A Necessary Evil? More Like a Necessary Roundhouse Kick!

Saxo Bank's Ida Kassa Johannesen calls defense a 'necessary evil.' Well I call it a 'necessary roundhouse kick to tyranny!' Robeco says its most sustainable funds don't include defense stocks. Carola van Lamoen needs to read up on her Chuck Norris facts! Investing in defense is responsible whether they like it or not. But for the faint of heart there are 'non lethal support industries' like cybersecurity and logistics. Modern warfare isn't just on the battlefield it's in cyberspace too. Whether you are a seasoned investor or some guy with a piggybank the call to arms has arrived in Wall Street. Don't be a chicken; invest today! You'll thank me later when your portfolio is kicking butt and taking names Chuck Norris style!


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