• 5 min read
• Published on 25 July 2025
Hey! We are Nemo.
Nemo, short for Never Miss Out, is a mobile investment platform that delivers curated, data-driven investment ideas to your fingertips. It offers commission-free trading across stocks, ETFs, crypto, and CFDs, along with AI-powered tools, real-time market alerts, and themed stock collections called Nemes.
Download the App
Scan the QR code to download the Nemo app and start investing on Nemo today
published-on
Read article
published-on
Read article
published-on
Read article
published-on
Read article
published-on
Read article
View the full Basket:Defence Stocks
Let’s be honest, shall we? Peace is lovely, but it doesn’t exactly send share prices soaring. For years, the defence sector was seen as a rather dull, plodding corner of the market. A necessary evil, perhaps, but hardly the stuff of cocktail party chatter. Well, it seems the world has decided to get a lot less dull, and suddenly, everyone is paying attention again. I find it fascinating how quickly global anxieties can translate into investor interest. When politicians start talking about national security, what they’re really talking about is spending a colossal amount of money.
View the full Basket:Defence Stocks
Unlike a company selling fizzy drinks or fashionable trainers, a defence contractor doesn’t have to worry about fickle consumer trends. Their primary customer is the government, and when a government gets nervous, it becomes a very reliable client indeed. We’re seeing this play out across the board. From Washington to Warsaw, defence budgets are being dusted off and beefed up. This isn’t a short term panic buy, it’s a fundamental reassessment of national priorities.
What I find particularly compelling is the nature of the contracts. Securing a deal to build a new fighter jet or a submarine isn’t like winning a one-off project. It’s more like signing a subscription service that lasts for thirty years. These machines need constant maintenance, upgrades, and support. It creates a wonderfully predictable, long term revenue stream that most other industries can only dream of. It’s a closed shop, really, with barriers to entry so high they might as well be on the moon.
View the full Basket:Defence Stocks
Now, if you’re picturing nothing but tanks and missiles, you’re about a decade behind. The modern battlefield is as much about data as it is about detonations. A company like Palantir, for instance, doesn’t build a single weapon. Instead, it builds the complex digital brain that helps military planners make sense of the chaos. They are in the business of information, sifting through mountains of data to find the crucial signal in the noise. To me, this is where things get really interesting. As warfare becomes more technological, the companies providing the software and cybersecurity could become just as indispensable as those forging the steel.
Of course, the old guard isn’t going anywhere. A giant like Lockheed Martin, with its F-35 fighter jet programme, has its order book full for decades to come. Countries have queued up to buy what is essentially the most advanced piece of military hardware on the planet. Similarly, Northrop Grumman is busy building the next generation of stealth bombers. These are not whimsical purchases. They are multi-generational commitments of staggering financial scale. It’s this blend of established hardware and cutting edge tech that defines the modern sector. You have a collection of these established players, the real titans of the industry, that makes up the core of any serious look at this sector, like the Defence Titans basket.
View the full Basket:Defence Stocks
Before you rush off, it’s important to remember that nothing in investing is a sure thing. The defence industry is uniquely tied to the whims of politics. A sudden change in government or an unexpected peace accord could, in theory, see budgets trimmed. These companies operate in a world of intense regulation and geopolitical risk. However, looking at the current state of global affairs, one has to ask, does the world feel like it’s getting more, or less, stable? I think we all know the answer to that. The opportunities may be clear, but the risks, as always, are part of the equation.
View the full Basket:Defence Stocks
View the full Basket:Defence Stocks
View the full Basket:Defence Stocks
View the full Basket:Defence Stocks
View the full Basket:Defence Stocks
View the full Basket:Defence Stocks
This article is marketing material and should not be construed as investment advice. No information set out in this article be considered, as advice, recommendation, offer, or a solicitation, to buy or sell any financial product, nor is it financial, investment, or trading advice. Any references to specific financial product or investment strategy are for illustrative / educational purposes only and subject to change without notice. It is the investor’s responsibility to evaluate any prospective investment, assess their own financial situation, and seek independent professional advice. Past performance is not indicative of future results. Please refer to our Risk Disclosure.
published-on
Read article
published-on
Read article
published-on
Read article
published-on
Read article
published-on
Read article