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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.…

Russian cyber-espionage campaign disrupted after router hacks expose users in Ukraine, the EU and the US

Russian cyber-espionage campaign disrupted after router hacks expose users in Ukraine, the EU and the US

Russian military intelligence used compromised Wi-Fi routers in Ukraine, the EU and the United States to intercept sensitive internet traffic, according to a joint operation by the SBU, FBI and European partners that disrupted more than 100 servers and removed…

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…