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🌍 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 Trump’s Greenland ambitions.

📌 Key Points

🛢 Oil & Gas: Chevron and ExxonMobil were top buys in the UK, with Chevron seeing 20× trading volume on IG and strong demand on Interactive Investor.

🛡 Defence Stocks: BAE Systems and defence ETFs surged, with trading volumes up 29–50%, driven by US military spending plans.

🪙 Precious Metals: Gold and silver ETFs saw record buying, with gold trading volumes up 153% versus average weekly levels, outpacing oil and defence stocks.

💡 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.

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