COMMENTARY
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The New Defence Sector Investment Cycle: Why “Must-Own” Stocks Are Anchoring Portfolios in 2026
The global defence sector is undergoing a transformation that goes far beyond a cyclical uptick in military spending. What is unfolding in 2026 is a structural shift—one driven by geopolitical fragmentation, technological acceleration, and a renewed emphasis on national security.…
France Signals Strategic Shift with €36 Billion Defence Surge
France is preparing a major expansion of its defence posture, unveiling plans to inject an additional €36 billion into its armed forces by the end of the decade. The move, outlined in a revised military programming law, reflects a rapidly…
Ceasefire on paper, escalation in theatre: Iran’s 10 demands and the US build-up in the Gulf
A two-week ceasefire between the United States and Iran has paused immediate hostilities, but the crisis remains unresolved. Tehran’s 10 conditions amount to a sweeping political demand set, while Washington continues to reinforce its military presence in the Gulf, indicating…
Rutte in Washington for Trump meeting as NATO burden-sharing pressure returns
NATO Secretary General Mark Rutte is in Washington on 8 April for talks with Donald Trump and senior US officials as pressure builds over burden-sharing, defence spending and the political direction of the alliance. NATO Secretary General Mark Rutte is…
Soldiers in Short Supply: Europe’s Armed Forces Face a Recruitment Reckoning
Europe’s armed forces are confronting a paradox that would have seemed improbable just a decade ago. Defence budgets are rising, strategic threats are intensifying, and political rhetoric increasingly emphasises preparedness, resilience, and the urgent need to strengthen military recruitment. Yet…
Report claims Russia supplied Iran with list of Israeli energy targets
A report published by The Jerusalem Post, citing a source said to be close to Ukrainian intelligence, claims that Russian intelligence passed Iran a detailed list of 55 critical energy infrastructure sites in Israel for possible missile strikes. The allegation,…
China’s drone crackdown reveals the strategic limits of its low-altitude ambitions
China built the modern civilian drone industry. It dominates global manufacturing, supplies much of the world market, and has spent years presenting unmanned aviation as a pillar of future economic growth. Yet from 1 May 2026, the same country will…
Taiwan Opposition Leader Cheng Li-wun Accused of Playing into Beijing’s Hands
Beijing’s long-standing claim over Taiwan has found a new and controversial focal point this week, as opposition figure Cheng Li-wun prepares for a high-profile visit to mainland China—one that critics argue risks advancing not only China’s agenda, but her own…
From Cyprus to the Falkland Islands: Britain’s Defence Failures Are Slowly Mounting
The rhetoric coming out of Buenos Aires this past week should not be dismissed as mere posturing. When Javier Milei stands before his nation and reasserts Argentina’s claim to the Falkland Islands—while pledging to rebuild his country’s armed forces and…
Kellogg questions NATO and floats new alliance including Ukraine
Retired US Lieutenant General Keith Kellogg has called for a fundamental rethinking of Western defence arrangements, arguing that NATO has failed to respond effectively to recent crises and suggesting that Washington should consider building a new military alliance with a…