Leaving purgatory: Inside the defense shift from sin stock to ESG portfolios

As the world marks a year since October 7 massacre by Hamas, IR Magazine looks at how shifting geopolitical tensions and escalating conflict are opening investor doors that used to be firmly shut

‘The tone of the conversation, when it comes to investing in defense from an ESG lens, has changed – it’s become far more constructive,’ says Brad Greve, CFO at London-listed aerospace and defense company BAE Systems.

Many factors contribute to this change but key among them are the geopolitical shifts that have reshaped defense since the invasion of Ukraine. ‘The conversation [with investors] fundamentally changed with . . .

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