The UK government recently announced the biggest defense investment since the end of the Cold War.
The announcement of the UK's increased spending, combined with the outlook for Europe and the US, has fed into JPMorgan analysts' positive view on the defense and aerospace sector. "We continue to believe that FTSE250 is a better opportunity than FTSE100, and prefer UK domestic plays vs exporters. Overall though, while we expect the UK equity market to be higher next year, we do not think it will be outperforming eurozone, or global peers," said JPMorgan equity analyst, Mislav Matejka."Eurozone tends to do better when value outperforms, while the US is heavily tilted towards quality/ growth style," Matejka said.
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