HomeMarketsU.S. Economy360 Round: Aerospace & Defense Steady but not ‘Screaming Buy’

360 Round: Aerospace & Defense Steady but not ‘Screaming Buy’

Nicolas Owens and Tony Bancroft discuss the Aerospace & Defense sector, noting that NATO is still underspending on defense and the U.S.’s budget is uncertain. However, Tony highlights his Gabelli GCAD ETF for aerospace, saying there is “a lot of opportunities in the industry.” Nicolas agrees that they are well-positioned but doesn’t have a Morningstar 5-star rating on any single stock.

Trading 360

17 Dec 2024

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