defence

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.

Codan is positively exposed to the defence spending thematic with the company's earnings profile potentially at an inflection point.

The third panel session at Livewire Live 2024 explored the stocks the experts love to those they are avoiding.

IT is not the only sector holding up share markets, and this one is under-represented in broad benchmarks.

The space economy is more intertwined with daily life than you might realise.

Volatility is back! After a surprisingly positive start to 2023, March has served as a reminder that rapidly rising rates do have consequences. In this case, it was...

In preparing for the very real prospect of a fully-fledged Indo-Pacific War between China and the West, Australia faces an enormous paradox, writes Christopher Joye...

In the AFR I write that unable to control Australia after decades of unprecedented espionage and propaganda, and having had scant success forcing us to bend the knee...

In the AFR I write that it’s curiously un-Australian to be woefully unprepared for a fight. But that is the situation we find ourselves in. And it is the crisis that...

Excluding defence companies has long been common practice for responsible investors. At a minimum, most negatively screened “Ethical” funds exclude the controversial...

Gold stocks, along with gold bullion have underperformed other asset classes so far in 2021, weighed down by elevated US Treasury yields and a stronger US dollar. The...

Our trade tensions with China have fuelled the coronavirus-spurred debate about our reliance on offshore supply chains for goods both to and from our shores. Apart...

Toilet Paper – check; Food – check; Gold – check; Defence(s) – check. We have written extensively on gold and food so here-in we detail some of the work we have...

Last week, Wilson Asset Management hosted their 2020 investor conference call. Chairman and CIO, Geoff Wilson used the opportunity to talk about market volatility, and...

Last week we touched briefly on a couple of Aussie defence stocks and how global defence industry spending generally does not wane even during economic slowdowns. This...

True to its name, the defence sector has historically displayed defensive investment qualities in times of difficulty. Coming as a surprise perhaps, during five of the...

A paradox of the Pentagon is that it can start a war in about five minutes, but when it comes to selecting contractors to supply the materiel the process drags out...