In its "Global Themes Redux" report released on Monday, investment bank CLSA named its top defensive and countercyclical plays.
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Josh and Sean break down aerospace stocks amid the conflict in the Middle East.
The investment bank recently highlighted several S&P 500 defensive stocks, all of them rated a buy at UBS.
European defense stocks have soared this year amid a regional push toward ramping up defense budgets.
Josh Brown and Sean Russo take a look at defensive-oriented stocks on their Best Stocks list.
Shares have advanced more than 18% so far in 2025.
Global markets are wobbling, leaving investors questioning whether to sit tight, rotate into defensives, or raise cash.
