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European Markets Surge as Defense Stocks Soar Amid U.S. Policy Shift

1/6/2026

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Summary

Story summary

European equity markets rose on January 5, 2026, with defense stocks leading gains amid U.S. actions in Venezuela.
Fawaz Chaudhry, chief investment officer at Fulcrum Asset Management, says the policy shift signals a new era of assertiveness.
He expects higher defense spending in Europe and Asia as a consequence.
Aoifinn Devitt, a senior investment advisor, notes that the current climate could boost investments, especially in Germany.

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Story summary

European equity markets rose on January 5, 2026, with defense stocks leading gains amid U.S. actions in Venezuela.
Fawaz Chaudhry, chief investment officer at Fulcrum Asset Management, says the policy shift signals a new era of assertiveness.
He expects higher defense spending in Europe and Asia as a consequence.
Aoifinn Devitt, a senior investment advisor, notes that the current climate could boost investments, especially in Germany.