• 6 min read
• Published on 26 July 2025
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View the full Basket:Wartime Money
Let’s be honest, shall we? The world feels a bit wobbly. One minute, we’re all meant to be buying plant-based burgers and electric scooters. The next, the economic forecast looks about as cheerful as a wet weekend in Skegness. Consumer trends, it seems, are as fickle as the British weather. But through it all, one industry just keeps marching on, utterly indifferent to whether the public is feeling flush or frugal. I’m talking about the business of defence. It’s a grim thought, I grant you, but while peace can be fleeting, the preparation for conflict is, it seems, eternal.
View the full Basket:Wartime Money
Think about your own spending. When times get tight, you cancel the fancy gym membership, you put off buying the new car, you tell the kids that a holiday this year means a tent in the back garden. Governments, however, operate on a different plane of reality. When a nation’s leaders look at the budget, they might trim the edges of healthcare or infrastructure, but funding national security is rarely the first thing on the chopping block.
This creates a rather unique situation for investors. While other sectors are tossed about on the waves of economic sentiment, defence contractors are often anchored by government contracts that are planned years, sometimes decades, in advance. These aren’t whimsical purchases. They are long term, strategic commitments. To me, this suggests a level of revenue predictability that companies in other sectors can only dream of. It’s the very definition of a non-cyclical industry, because its primary driver isn’t economic optimism, but geopolitical anxiety.
View the full Basket:Wartime Money
Of course, when we think of defence, our minds might conjure images of fighter jets and hulking aircraft carriers. And yes, the giants like Lockheed Martin and Northrop Grumman are still the undisputed kings of this castle, with their multi-billion dollar, multi-decade programmes for things like the F-35 jet. Their position is protected by moats so wide and deep, filled with security clearances and state secrets, that new competitors find it almost impossible to cross.
But the nature of conflict is changing. The new front lines are not just on land, sea, and air. They are in cyberspace and outer space. A country’s power grid is now as much a target as its military bases. This has turned cybersecurity from a corporate IT issue into a cornerstone of national defence. Companies that can protect critical digital infrastructure are, in effect, the new armourers of the 21st century. This expands the field considerably, creating potential opportunities beyond the traditional hardware manufacturers.
View the full Basket:Wartime Money
Now, before you rush off thinking this is a one way ticket, let’s pour a little cold water on the idea. Investing in defence is not without its own peculiar set of risks. The industry’s biggest customer, the government, can also be its biggest liability. A sudden shift in political power, a new administration with different priorities, or a period of unexpected peace, heaven forbid, could lead to programme cancellations or budget cuts.
Furthermore, technology moves at a blistering pace. A state of the art weapons system today could be rendered obsolete by a competitor’s breakthrough tomorrow. Companies in this space must constantly pour money into research and development just to stay in the game, which is a constant drain on resources. It’s a high stakes, high pressure environment that is certainly not for the faint of heart.
View the full Basket:Wartime Money
Given the risks, what’s the actual appeal for a pragmatic investor? To me, it comes down to diversification. Defence stocks often move to a different rhythm than the rest of the market. When economic fears send consumer and tech stocks tumbling, the perceived stability of government contracts can make defence look rather attractive. They can act as a potential stabiliser in a portfolio, a bit of ballast in a storm. For those looking to group these kinds of assets, a thematic collection like the Wartime Money basket might offer a structured way to view the sector. Ultimately, while no investment is guaranteed, the business of security is built on one of the few constants in human history, our unfortunate inability to always get along.
View the full Basket:Wartime Money
View the full Basket:Wartime Money
View the full Basket:Wartime Money
View the full Basket:Wartime Money
View the full Basket:Wartime Money
View the full Basket:Wartime Money
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.
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