Defence spending surged to a record $2.7 trillion in 2024, with NATO and Indo-Pacific nations ramping up budgets amid ongoing geopolitical risks. Bell Potter sees strong growth ahead, with opportunities in direct plays like DroneShield (ASX:DRO) and broader exposure through ETFs like DFND and ARMR. While the sector has rallied, tailwinds remain - but investors should be mindful of risks like policy shifts and supply chain pressures.In this week’s wrap, Grady covers:• (0:14): factors behind the defence sector surge• (2:16): risks facing the sector• (2:50): opportunities for exposure in defence• (4:26): how the market performed this week so far• (5:28): the most traded stocks and ETFs by clients this week• (5:54): economic news items to look out for.

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