Geopolitical volatility is redrawing the boundaries between defence and sustainability in investment strategy.
US President Donald Trump's renewed rhetoric on annexing Greenland and Canada, alongside Vice President JD Vance's combative speech at the Munich Security Conference accusing European leaders of undermining free speech and democracy, have shaken longstanding assumptions about transatlantic security. In response, Europe is accelerating efforts to rearm and reduce dependency on the US military umbrella. This shift is prompting a reassessment of ESG frameworks that have historically excluded defence investments. Once deemed ethically incompatible, defence stocks are now being reconsidere...
To continue reading this article...
Join Investment Week for free
Signup and gain exclusive members-only insights - all free of charge!
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes
