Thematic Investing: Global Defense

Описание: Thematic investing allows investors to tap into trends shaping the global economy. In a context defined by rising geopolitical tensions, evolving security priorities, and increasing military spending, the defense sector is gaining significant attention.

In this webinar replay recorded on aprilApril 28th 2026, you will learn:
Why global defense is emerging as a key investment theme
How geopolitical dynamics impact financial markets
The major trends reshaping the defense industry
What investors should consider before investing in this sector
How to gain diversified exposure, including through ETFs

The discussion also explores the transformation of military strategies, the role of governments, and the relationship between public companies and state actors.

In this replay, 3 experts share their insights on the forces driving a new era of defense spending, as well as the opportunities and risks for investors.
Angelo Katsoras, Geopolitical Analyst at National Bank
Brian Harman, Vice President at Global X
Bobby Argitis, Investment Specialist at NBDB,


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0:00 Introduction

2:13 Global Conflict Tracker

3:20 Number of Armed Conflicts, World

4:04 Defense Budgets are Increasing: NATO

5:06 Defense Budgets are Increasing: China & Russia

8:46 How Defense Spending is Changing

11:04 The Canadian Context on Defense

11:39 Canadian Procurement: Then & Now

19:32 Commodities

21:43 Why consider Investing in Global Defense?

23:31 Semiconductors and Artificial Intelligence

25:52 Dence Industry Companies in Focus

27:14 Investing in Defense with Canadians ETFs

28:37 Investing in the Defense Theme with Global X ETFs

30:39 NBDB Platform

33:52 Q&A

42:35 Conclusion