Skip to main content

Weekly Wrap 18 July

Bell Direct
July 18, 2025

Defence spending surged to a record $2.7 trillion in 2024, with NATO and Indo-Pacific nations ramping up budgets amid ongoing geopolitical risks. Bell Potter sees strong growth ahead, with opportunities in direct plays like DroneShield (ASX:DRO) and broader exposure through ETFs like DFND and ARMR. While the sector has rallied, tailwinds remain – but investors should be mindful of risks like policy shifts and supply chain pressures.

In this week’s wrap, Grady covers:
• (0:14): factors behind the defence sector surge
• (2:16): risks facing the sector
• (2:50): opportunities for exposure in defence
• (4:26): how the market performed this week so far
• (5:28): the most traded stocks and ETFs by clients this week
• (5:54): economic news items to look out for.

Market Update

Julia Lee
December 18, 2018

Market Update

Julia Lee
December 13, 2018

Market Update

Julia Lee
December 5, 2018

Market Update

Julia Lee
December 3, 2018

Market Update

Julia Lee
November 30, 2018

Market Update 28 Nov

Julia Lee
November 29, 2018

November Market Overview

Julia Lee
November 29, 2018

The Spectrum Strategic Income Fund

Bell Direct
November 6, 2018

The Schroder Fixed Income Fund

Bell Direct
November 6, 2018

The Schroder Absolute Return Income Fund

Bell Direct
November 6, 2018

Market Update

Julia Lee
September 21, 2018