Has there ever been a time in recent memory when geopolitical tensions have been this high?

The Iran conflict, Russia and Ukraine, China in the South China Sea, Argentina and the Falklands… It seems like we are constantly in – or on – the brink of war.

So why the heck aren’t defence stocks ripping higher?

We answer that question in today’s video.

We also look at how war is funded, the idea that maybe war bonds could be coming back (not seen since WWII), and how a convenient Falklands War 2.0 could unify Britain in a way not seen since Thatcher.

Is it possible?

Could it really happen?

Even with a broke government?

We pick it apart in today’s video.

Enjoy….

Until next time,


Sam Volkering
Investment Director, Southbank Investment Research