defence

A recent US trip took us across five cities surfacing five thematics from an AI build-out to structural defence spending.

US-Iran escalation puts energy chokepoint risk back on the map. Here are three themes now shaping markets across scenarios.

Austal is starting to look attractive after a ~35% dip from January record highs as global defence spending continues to soar.

I reached out to 3 fund managers for their take on the hottest sectors (and stocks) for 2025, and how they're positioning for the road ahead

We asked our expert panel of global stock pickers to pick out the stocks that will be must-own in the next decade.

At Livewire Live 2025, Dr David Allen shared the sector he sees as a big winner in 10 years time, and the stock he's backing to benefit.

A lot happened this week. Here is what captured my attention as a growth investor.

Defence companies on the ASX have been flying. So much so, even their international peers can’t keep up. Have they run too far?

DroneShield posts record 1H25 as it shifts toward a SaaS-like model, leans on AI, and expands manufacturing hubs in Europe and the US.

Austal now has 12 US defence programs — but it all began with a $200K startup. Here’s how John Rothwell got it there.