Australia is entering a major defence investment cycle, but what will it mean for the economy and which businesses and industries stand to benefit?

Host Mandy Drury speaks with CommBank Senior Economist, Business & Industry Ryan Felsman about why the global peace dividend is over, Australia's growing defence investment, the role of AUKUS and the challenges of building Australia's sovereign defence capability.

They also explore the opportunities for shipbuilders, engineering firms, technology companies and SMEs, as well as the states likely to receive the greatest economic benefit from increased defence spending.

Plus, CommBank Economist and Currency Strategist Samara Hammoud shares the key focuses for markets in the week ahead.

Important Information

This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”).

Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au.

No Reliance

This podcast is not investment research and nor does it purport to make any recommendations. Rather, this podcast is for informational purposes only and is not to be relied upon for any investment purposes.

This podcast does not take into account your objectives, financial situation or needs. It is not to be construed as a solicitation or an offer to buy or sell any securities or other financial products, or as a recommendation, and/or investment advice. You should not act on the information in this podcast.

The Bank believes that the information in this podcast is correct and any opinions, conclusions or recommendations made are reasonably held at the time given, and are based on the information available at the time of its compilation. No representation or warranty, either expressed or implied, is made or provided as to accuracy, reliability or completeness of any statement made.

Liability Disclaimer

The Bank does not accept any liability for any loss or damage arising out of any error or omission in or from the information provided or arising out of the use of all or part of the podcast.

Usage of Artificial Intelligence

To enhance efficiency, GEMR may use the Bank approved artificial intelligence (AI) tools to assist in preparing content for this podcast. These tools are used solely for drafting and structuring purposes and do not replace human judgment or oversight. All final content is reviewed and approved by GEMR analysts for accuracy and independence.

See omnystudio.com/listener for privacy information.

Podden och tillhörande omslagsbild på den här sidan tillhör LiSTNR. Innehållet i podden är skapat av LiSTNR och inte av, eller tillsammans med, Poddtoppen.