Defence Sector

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.…

Ceasefire on paper, escalation in theatre: Iran’s 10 demands and the US build-up in the Gulf

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…

IMF puts defence spending and conflict economics at centre of April outlook release

IMF puts defence spending and conflict economics at centre of April outlook release

The IMF released analytical chapters on 8 April examining the macroeconomics of defence spending, conflict and recovery, placing security-driven fiscal pressures at the centre of its spring outlook cycle. The International Monetary Fund placed defence spending, conflict and post-war recovery…