special fund 2.0
Michael Hünseler, Chief Investment Officer of LBBW Asset Management, explains in an interview with the Börsen-Zeitung (issue of February 25, 2025, page 13): "We are currently experiencing a tectonic change in Europe's security concept." The capital market expert assumes that Europe "will spend a lot more money on defense."
In keeping with this, politician Thorsten Frei indicated that the old Bundestag could possibly still decide on the establishment of a new special fund for defense spending. He does not want to rule out that, given the highly dynamic changes in foreign policy and the increasing threat situation, "very quick decisions specifically in the area of foreign and security policy are necessary," commented the parliamentary manager of the Union faction.
In my stock report “The XXL package: Get rich with a 467% bet” I show why the revaluation of stocks from the defense sector is likely to continue.
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