James Tsinidis highlights the significant investment potential in the defence sector, driven by NATO’s proposed 5% GDP spending target by 2035, focusing on core defence requirements and critical infrastructure. He sees opportunities in longer-cycle stocks, particularly in major economies like Germany and the UK.

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James Tsinidis

James Tsinidis a partner and portfolio manager at Munro Partners. He is also lead portfolio manager for the Munro Climate Change Leaders Fund.

Information provided is general information and is for educational purposes only, and does not include, or constitute as, financial product advice.