Wealth Professional
March 12, 2025.
Francis Sabourin, Senior Portfolio Manager at Richardson Wealth, outlines why a run up in defence stocks has been largely localized to European markets, and how some advisors might want to tackle the ethical questions clients can have about this sector.
Sabourin says that investors and advisors who want to play in this space have a number of available avenues, including:
– First-order weapons manufacturing stocks
– Second-order strategies of more diversified industrial names
– Third-order strategies involving technology
