Rheinmetall AG RHM

EU allies seek to redirect hundreds of billions toward defense, potentially boosting ETFs as Europe moves to address security gaps.

Investing.com -- JPMorgan said in a note Wednesday that investors in European defense are favoring companies with long-duration order books and products that are hard to replace, while marking down those whose technology could be displaced.

Sanctions on Russia are no longer a temporary headline risk; they are now law through the New Graham Act and reach deep into energy, banking and global trade. That shift can hurt some companies and create new demand for others, so sitting on the sidelines may mean missing important moves. This article unpacks that story and profiles 3 US Defense and Energy Security stocks exposed to this changing sanctions regime. The three US Defense and Energy Security stocks in this article are only a...