
Navigating geopolitical turbulence:The strategic case for defence technology
From Between the Bells by Bell Direct
March 31, 2026 · 17 min
About this episode
The episode discusses the strategic importance of investing in the defence sector amidst geopolitical tensions.
With countries across the world committing more spend to their military, gaining exposure to the defence sector has increasingly become a key strategy for investors. As the escalating US-Iran conflict has been making headlines, this sector has taken centre stage, with defence stocks a rare standout in the turbulent market. Today, Bell Financial Group CIO Will Riggall is joined by Global X Senior Investment Strategist Billy Leung, as they unpack the current landscape. Together, t...
People in this episode
Host: Will Riggall
Guest: Billy Leung
Topics covered
- defence technology
- geopolitical turbulence
- investment strategy
- defence sector
- military spending
Keywords
- defence stocks
- military investment
- US-Iran conflict
- investment strategy
- geopolitical risks
Mentioned in this episode
Organizations: Bell Financial Group, Global X
Places: US, Iran
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