Why Global Defence Spending Is Creating Big Opportunities for Investors

In a world marked by geopolitical instability, national security is now top of mind for governments across the globe — and defence budgets are surging in response. Australia is leading the charge in the Indo-Pacific region, with projected defence spending to hit $100 billion by 2033–2034, up from $37 billion in 2022–2023 (Source: defence.gov.au). Even former U.S. President Donald Trump recently urged Australia to boost defence investment, reinforcing global calls for greater military readiness. Source: The Australian.
In this environment, investors are turning their attention to the VanEck Global Defence ETF (ASX: DFND), a standout performer in the sector. Since September 2024, DFND has soared 71.2%*, reflecting strong investor demand for exposure to the global defence value chain.