Navigating geopolitical turbulence:The strategic case for defence technology

Bell Direct
March 31, 2026

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, they discuss the drivers behind the defence industry, and explore how investors can gain targeted exposure to this critical sector.

Note: This interview was filmed on Thursday 26 March.

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