HANetf’s Tom Bailey on Future of European Defence UCITS ETF (ARMY)

HANetf head of research Tom Bailey talked with Proactive's Stephen Gunnion about the launch of the new Future of European Defence UCITS ETF (LSE:ARMY, XETRA:8RMY, EURONEXT:ARMY). Bailey explained the rationale behind launching a regionally focused fund, following the success of HANetf’s Global Future of Defence UCITS ETF (NATO). He said: “We think for many investors it kind of resonates with that whole theme of building up your defence sector via a European ETF with a European company.”

Bailey noted that European defence spending rose by 11.7% between 2023 and 2024, outpacing global growth of 7.5%, with Germany’s own spend increasing 23%. This uptick is attributed to geopolitical shifts and the drive for strategic autonomy. Bailey highlighted a growing preference within Europe to source defence equipment domestically, reducing reliance on US firms, which currently account for around 60% of European defence procurement.

He also pointed to political developments in the US, including recent tariff announcements and perceived isolationist policies, as reinforcing Europe's need for self-reliance in defence.

The ARMY ETF is currently listed on the London Stock Exchange, Xetra (Germany), and Euronext Paris, with plans to launch in Italy. Bailey emphasised HANetf’s identity as a European company as central to the ETF’s appeal and alignment with strategic autonomy objectives.

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Видео HANetf’s Tom Bailey on Future of European Defence UCITS ETF (ARMY) канала Proactive Investors