Top fundies name their stock picks for 2025

From weapons makers to eye drugs and even Qantas, these are the investment opportunities fundies are watching closely in the new year.

Lucy DeanWealth reporter

Dec 9, 2024 – 5.00am

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If you ask top fund managers where to make money in 2025, their varied responses provide a compelling – but admittedly alarming – window into the future.

Weapons-makers Lockheed Martin and BAE Systems could benefit from “unprecedented defence spending” amid heightened geopolitical tensions across the Middle East, Taiwan and Ukraine, says David Allen, head of long/short strategies at Plato Investment Management.

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Lucy DeanWealth reporterLucy Dean writes about wealth management, personal finance, lifestyle and leisure, based in The Australian Financial Review's Sydney newsroom.