Henry Jim

Henry Jim, Senior ETF analyst at Bloomberg Intelligence, dives into the explosive interest in European defense ETFs amidst potential US isolationism. He discusses the surge in ETF launches, highlighting WisdomTree's WDEF and its impressive asset gathering. The conversation covers the first-mover advantage, performance drivers like military spending, and why European stocks are attracting investors. Jim also points out top performers like Rheinmetall, showcasing the remarkable shift in this market.