Aerospace and defense will be ‘big’ as defense spending will persist

Seeking Alpha· July 9, 2026

David Bianco of DWS Group anticipates significant growth for the aerospace and defense sector, driven by the expectation that elevated defense spending will persist over the long term. This outlook suggests a favorable environment for defense contractors and related industrial firms as national security priorities remain a focus for government budgets. The projection highlights the sector's potential as a key area of interest for investors tracking the iShares U.S. Aerospace & Defense ETF (ITA).

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