Why the manager of a $2 billion fund is cooling off his European defense investments
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最新报道：European defense stocks surged as geopolitical tensions drive increased military spending, with Leonardo, Rheinmetall, Renk, and Exail leading gains. Analysts warn valuations may be overstretched despite strong order books, as NATO's 2% GDP spending target fuels sector optimism. Rheinmetall shares hit record highs after securing a €1.2 billion ammunition contract, while Leonardo's 15% year-to-date rise reflects growing demand for aerospace systems. Some investors express caution as price-to-earnings ratios exceed historical averages, suggesting the rally may have outpaced fundamentals. The sector remains sensitive to ongoing conflicts and government budget approvals.
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