đ Retail Investors Snap Up Defence, Energy & Precious Metals Amid 2026 Geopolitical Turbulence
Retail investors have aggressively repositioned portfolios at the start of 2026, targeting US oil & gas, defence stocks, and precious metals amid global geopolitical uncertainty triggered by developments in Iran, Venezuela, and Donald Trumpâs Greenland ambitions.
đ Key Points
đą Oil & Gas: Chevron and ExxonMobil were top buys in the UK, with Chevron seeing 20Ă trading volume on IG and strong demand on Interactive Investor.
đĄ Defence Stocks: BAE Systems and defence ETFs surged, with trading volumes up 29â50%, driven by US military spending plans.
đȘ Precious Metals: Gold and silver ETFs saw record buying, with gold trading volumes up 153% versus average weekly levels, outpacing oil and defence stocks.
đĄ Market Insight
Investors are flocking to traditional safe havens and strategic sectors amid uncertainty, highlighting risk-on rotation in energy and defence while maintaining exposure to precious metals as a hedge.
#DefenceStocks #BAESystems #Chevron #ExxonMobil #PreciousMetals $XAU $XAG $PAXG
