StockTalk: Rising global tensions are putting defence stocks in the spotlight
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StockTalk is a Stockhead video series featuring a roundtable of experts discussing a new investment topic each week. In this edition, host Dr Nigel Finch discusses the Australian defence sector.
Populating the experts panel this week is Heath Andrews, senior research analyst, PAC Partners, Todd Alder, CEO & managing Director, Orbital Corporation (ASX:OEC) and Mark Burgess, CEO & managing director, Quickstep Holdings (ASX:QHL).
The group discusses a range of topics, including the impact of rising global tensions on Aussie defence stocks, if the sector is truly recession-proof, how COVID-19 has impacted manufacturing supply chains and the keys to success in the industry.
So tune in above to hear the panel answer these questions and more.