Navigating geopolitical turbulence:The strategic case for defence technology

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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