Defence Portfolios
This will be discussed on Monday 22 September at 16.00 during a live webcast on the Sole 24 Ore website
by the editorial team of Plus24
1' min read
1' min read
Skyrocketing tension between Europe and Russia. The recent drone invasion has triggered further problems on the eastern flank. Thus, attention has returned to defence stocks and savings products exposed to this sector. A segment that has rallied so much in the last three years, since the Russian invasion of Ukraine on 24 February 2022. What to do at this point? Is it better to change the asset allocation to include more defence stocks? Or is it better to invest in gold despite the high prices? The gold metal indeed set new records last week on the international markets.
This will be discussed on Monday 22 September at 4.00 p.m. during the live web broadcast of 'Plus24', visible on the website and social accounts (Linkedin, Facebook, X and Youtube) of Il Sole 24 Ore. Guests of the programme Alessandro Fugnoli (Strategist at Kairos), Gabriele Bellelli (partner at Zefiro Scf) and Linda Leodari (Independent Financial Consultant). In the studio, Plus24-Sole 24 Ore journalist Vitaliano D'Angerio.
It is also possible to send questions on the topic to plus@ilsole24ore.com, which will then be analysed by the guests.
