HomeIndustriesVehicles & Transportation'Global Pivot' on Defense, Airbus & RYCEY Among Benefactors

'Global Pivot' on Defense, Airbus & RYCEY Among Benefactors

"NATO Spending just woke up" on defense, says Peter Andersen, pointing to a shift in global uncertainty and the U.S. urging Europe to bolster its own defense as catalysts. He sees the trend continuing long-term. As for stock picks, Peter sees upside potential in Rolls-Royce (RYCEY) and Airbus.

Trading 360

03 Jul 2025

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