I believe EUAD is positioned well for long-term growth in the defense sector, especially as European countries increase their defense budgets. Even though liquidity issues exist, the potential upside seems substantial over the next few years, making it a solid investment choice right now.

I just bought into EUAD, the European Aerospace & Defense ETF, because JP Morgan predicts a 25% increase in European defense stocks. With the upcoming announcements on defense spending, I think this is a prime opportunity to capitalize on the expected growth in this sector.

I'm bullish on EUAD since I believe the European defense sector is on the cusp of significant growth, especially with rising demand for defense solutions. I’ve invested in multiple defense firms, believing they’re all positioned well in this market trend.