{"id":98519,"date":"2026-02-03T00:29:09","date_gmt":"2026-02-02T23:29:09","guid":{"rendered":"https:\/\/www.infokuryr.cz\/n\/?p=98519"},"modified":"2026-02-03T05:56:23","modified_gmt":"2026-02-03T04:56:23","slug":"evropa-rekordne-zbroji-obranna-etf-se-stavaji-klicovym-pilirem-investorskych-portfolii","status":"publish","type":"post","link":"https:\/\/www.infokuryr.cz\/n\/2026\/02\/03\/evropa-rekordne-zbroji-obranna-etf-se-stavaji-klicovym-pilirem-investorskych-portfolii\/","title":{"rendered":"Evropa rekordn\u011b zbroj\u00ed: Obrann\u00e1 ETF se st\u00e1vaj\u00ed kl\u00ed\u010dov\u00fdm pil\u00ed\u0159em investorsk\u00fdch portfoli\u00ed"},"content":{"rendered":"
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Evropsk\u00e1 unie proch\u00e1z\u00ed z\u00e1sadn\u00ed transformac\u00ed sv\u00e9 bezpe\u010dnostn\u00ed architektury. Podle aktu\u00e1ln\u00edch dat <\/strong>Rady Evropsk\u00e9 unie o v\u00fddaj\u00edch na obranu<\/strong><\/a> dos\u00e1hly investice \u010dlensk\u00fdch st\u00e1t\u016f do vlastn\u00ed bezpe\u010dnosti v roce 2025 historick\u00e9ho rekordu 380 miliard EUR. Tento trend nejen\u017ee nepolevuje, ale s v\u00fdhledem na roky 2026 a 2027 d\u00e1le akceleruje. Pro investory se tak obrann\u00fd pr\u016fmysl m\u011bn\u00ed z okrajov\u00e9ho sektoru na jeden z nejrychleji rostouc\u00edch segment\u016f trhu.<\/strong><\/p>\n

Strategick\u00fd posun k evropsk\u00e9 sob\u011bsta\u010dnosti<\/strong><\/h3>\n

Geopolitick\u00e1 situace a snaha o emancipaci evropsk\u00e9 obrany na pozad\u00ed glob\u00e1ln\u00edch konflikt\u016f vedou k masivn\u00edmu p\u0159\u00edlivu kapit\u00e1lu do firem vyr\u00e1b\u011bj\u00edc\u00edch munici, radarov\u00e9 syst\u00e9my, drony a vojensk\u00fd software.<\/p>\n

Jak uv\u00e1d\u00ed anal\u00fdza port\u00e1lu Tradeinfo<\/a>, investice do obrany se pro rok 2026 jev\u00ed jako logick\u00e1 volba, p\u0159i\u010dem\u017e nejefektivn\u011bj\u0161\u00edm n\u00e1strojem pro retailov\u00e9 i institucion\u00e1ln\u00ed investory se st\u00e1vaj\u00ed fondy typu ETF (Exchange Traded Funds). \u201eObrann\u00fd pr\u016fmysl v Evrop\u011b u\u017e d\u00e1vno nen\u00ed z\u00e1le\u017eitost, kter\u00e1 se probouz\u00ed jen v dob\u011b krize. Je to struktur\u00e1ln\u00ed trend podlo\u017een\u00fd re\u00e1ln\u00fdmi zak\u00e1zkami na roky dop\u0159edu,\u201c<\/em> stoj\u00ed v anal\u00fdze<\/p>\n

V\u00fdkonnost obrann\u00fdch ETF v \u010d\u00edslech<\/strong><\/h3>\n

Rok 2025 potvrdil dominanci tohoto sektoru. Podle anal\u00fdzy Tradeinfo dos\u00e1hly kl\u00ed\u010dov\u00e9 fondy nadstandardn\u00edho zhodnocen\u00ed:<\/p>\n

    \n
  • Select STOXX Europe Aerospace & Defense ETF (EUAD):<\/strong> \u010cist\u011b evropsk\u00e1 s\u00e1zka na giganty jako Rheinmetall \u010di Saab zaznamenala v roce 2025 n\u00e1r\u016fst o 72 %<\/strong>.<\/li>\n
  • VanEck Defense UCITS ETF (DFEN):<\/strong> Glob\u00e1ln\u00ed fond spl\u0148uj\u00edc\u00ed p\u0159\u00edsnou evropskou regulaci UCITS spravuje aktiva v hodnot\u011b 7,4 miliardy USD<\/strong> a v lo\u0148sk\u00e9m roce vyrostl o 71,5 %<\/strong>.<\/li>\n
  • WisdomTree Europe Defence UCITS ETF (WDEF):<\/strong> Nov\u00fd hr\u00e1\u010d na trhu, kter\u00fd od sv\u00e9ho spu\u0161t\u011bn\u00ed v \u010dervenci 2025 dok\u00e1zal b\u011bhem n\u011bkolika m\u011bs\u00edc\u016f p\u0159ipsat 13 %<\/strong>.<\/li>\n<\/ul>\n

    V\u00fdhled pro rok 2026: Od spekulace k dlouhodob\u00e9 hodnot\u011b<\/strong><\/p>\n

    A\u010dkoliv po rekordn\u00edch r\u016fstech v \u0159\u00e1dech des\u00edtek procent trh vykazuje zn\u00e1mky vy\u0161\u0161\u00edch valvac\u00ed, experti neo\u010dek\u00e1vaj\u00ed propad na p\u0159edv\u00e1le\u010dnou \u00farove\u0148. St\u00e1ty dopl\u0148uj\u00ed pr\u00e1zdn\u00e9 sklady a modernizuj\u00ed arm\u00e1dy, co\u017e zaji\u0161\u0165uje zbrojovk\u00e1m pln\u00e9 v\u00fdrobn\u00ed kapacity.<\/p>\n

    Z investi\u010dn\u00edho hlediska p\u0159in\u00e1\u0161ej\u00ed ETF v\u00fdhodu diverzifikace \u2013 investor nemus\u00ed s\u00e1zet na p\u0159e\u017eit\u00ed jedn\u00e9 konkr\u00e9tn\u00ed firmy, ale participuje na r\u016fstu cel\u00e9ho sektoru, kter\u00fd je nyn\u00ed prioritou \u010d\u00edslo jedna v rozpo\u010dtech v\u011bt\u0161iny evropsk\u00fdch vl\u00e1d.<\/p>\n

    \"\"<\/p>\n

     <\/p>\n","protected":false},"excerpt":{"rendered":"

    Evropsk\u00e1 unie proch\u00e1z\u00ed z\u00e1sadn\u00ed transformac\u00ed sv\u00e9 bezpe\u010dnostn\u00ed architektury. Podle aktu\u00e1ln\u00edch dat Rady Evropsk\u00e9 unie o…<\/p>\n","protected":false},"author":2,"featured_media":98521,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[6],"tags":[41,331,338],"_links":{"self":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts\/98519"}],"collection":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/comments?post=98519"}],"version-history":[{"count":0,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts\/98519\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/media\/98521"}],"wp:attachment":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/media?parent=98519"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/categories?post=98519"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/tags?post=98519"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}