The current context of the defense sector
With the arrival of the new year, the defense sector presents itself as one of the most promising sectors for future investments. The policies of the new Trump administration, which are expected to favor an increase in investments in companies in the sector, offer a favorable environment for investors. The growing attention to national security and technological innovations in the field of defense and aerospace are attracting the interest of many
market players.
Thematic ETFs and investment opportunities
In recent years, thematic ETFs have gained popularity among investors, thanks to their ability to offer exposure to specific and growing sectors. According to Rahul Bhushan, global head of Index at ARK Invest Europe, Donald Trump’s return could trigger a rebirth of these tools, with a focus on areas such as semiconductors, artificial intelligence, robotics, security and defense. These sectors, characterized by mid-cap companies, have a high growth potential and are destined to become increasingly important in the global economic landscape
.
New initiatives in the ETF market
Major asset managers are responding to these trends by introducing new ETFs and expanding their offerings. Amundi, for example, recently launched four ETFs, three of which are exposed to U.S. equities, while one offers exposure to global equity. Robeco entered the market with the first line of active ETFs listed on the Italian Stock Exchange. In addition, HANetf has exceeded 5 billion euros in assets under management in Europe, a clear sign of the growing confidence of investors in flexible and targeted instruments. Finally, Bitwise Asset Management announced the listing on XETRA of an ETP that offers exposure to Solana’s native cryptocurrency, SOL, highlighting the interest in new technologies and cryptocurrencies in the
investment context.
Conclusions on future prospects
In summary, the defense and aerospace sector presents itself as an attractive opportunity for investors in 2025. With increased investments and technological innovation, thematic ETFs could represent a winning strategy for diversifying portfolios and seizing growth opportunities. The growing focus on security and sustainability, together with the impact of influential figures such as Elon Musk in the sustainable energy sector, could further reinforce these trends. Investors should therefore closely monitor these developments to maximize their return potential
.