Defense stocks continue to rise in 2026, with Saab up 30% and Rheinmetall not far behind. Investors face a choice to follow the momentum or wait for a better entry point. While Saab is overvalued, Morningstar suggests Rheinmetall, Thales, and Dassault Systemes still have room to grow.

European investors should pay attention to key charts like GDP forecasts and exchange rates. Chief European markets strategist Michael Field warns new investors of risks due to recent market gains. In the UK, Ollie Smith highlights five charts defining the economy in 2026, including food prices and government borrowing.

Star fund manager Nick Train survives AGM scare at Finsbury Growth and Income. Over 97% of votes were for “continuation” but turnout was low. Questions about performance persist as Train aims to break his five-year losing streak. UK inflation data for December expected to show a slight uptick to 3.3%, leading up to the first BoE meeting of the year in early February.

Read more at Morningstar: Investor Insight: Europe’s Defense Rally, 5 Key UK Charts, and Nick Train