Reassessing defence investments in ESG portfolios​

The role of defence in ESG investing is under fresh scrutiny as geopolitical tensions reshape market priorities. While traditionally excluded from sustainable portfolios due to ethical concerns, defence companies are increasingly seen as essential to national security and stability. Some argue that excluding defence firms ignores their role in protecting democratic values, while others warn that including them risks diluting ESG standards. As regulatory bodies and asset managers reassess their stance, the debate continues. For investors, these shifts could have significant implications for portfolio...