33% more in a month, this global market trend of these FTSE 100 shares

Whether you are looking at the stock markets of the United Kingdom or the US, bonds or even cryptography, the last weeks have seen greater volatility and prices that fall. Some of this is related to the fear of investors around the proposals of tariffs of President Trump. There is also some concern for inflation here in the United Kingdom and in other places they begin to rise again. However, despite all this, one Ftse 100 Participation has been in higher rocket.

Move higher, no lower

I mean BAE systems (LSE: Ba.). The defense company has seen a 33% increase in the price of shares in the last month. For a wider period, it has increased by 25%.

There are some key reasons for superior performance against the gloomy backdrop. In recent weeks, European countries have pledged to strengthen their military expenses in response to geopolitical tensions, particularly about the situation in Ukraine. This commitment will naturally mean greater expense and new contracts with defense companies in this space. Bae Systems is already active in Europe, so it should work well in the future, although the situation is.

Within this period, the business launched the results of 2024. They were strong, with sales by 14% compared to the previous year. The underlying profits before interest and taxes increased by 14%. Apart from this, it has a large portfolio of orders of £ 77.8 billion, more than £ 8 billion last year.

This shows that there is already a great demand and that the business has a strong impulse. The CEO pointed out that “Based on the exceptional visibility of our accumulation of record order and the sustainability of our business model that compares value, we remain insurance of the positive impulse of our business in the future.”

Address from here

During market volatility periods, it is important to remember identifying the causes. As a result, an investor can identify what actions to avoid, but also find pockets of opportunity. Concerns about security and defense are bad for some sectors, but for BAE systems, it is positive.

Rate problems will affect the company, as it has US operations. But this is not to the same extent as some car or agriculture stocks that are probably severely damaged by the potential implementation of tariffs.

Therefore, I think the actions can continue to move higher in the coming months. Of course, if another concerns catalyst arise, BAE systems could reach. But according to the reasons for the fall of the market until now, it is not likely to be bad for the business.

However, there are risks involved. A big one is the controversial version of investing in defense actions. Some investors simply do not feel comfortable buying shares involved (even indirectly) with war. Another risk is that the business could lose ground to the evolution of the battlefield. There are other companies focused much more on CIBER and technology that could take market share of BAE systems in the coming years.

In general, if investors feel comfortable having a defense stock in their portfolio, it is worth considering Bae Systems.