From Cloud to Kill Chain

Podcast
15 min listen
February 27, 2026
In this episode

Defense is back in focus for sustainable investors. As spending rises in Europe, exclusions around “controversial weapons” are being reconsidered. From nuclear exposure to AI-enabled systems, evolving definitions are reshaping portfolio guardrails. 

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Sustainability Now Podcast

The world of Sustainability explored. A rotating cast of environmental, social, and governance researchers join hosts Mike Disabato and Bentley Kaplan as they discuss the most pressing news of the week. But in an enjoyable way.

Can Bombs and Bullets Be Sustainable?

Does the defense industry have an ESG problem? Is there such a thing as an ethical bomb? These are questions emerging as the European Union ramps up investment in its defense sector as part of a broader rearmament effort. In this episode, we examine whether these concerns are well-founded or simply a dubious proposition.

Rethinking Defense Exposure in Sustainable Funds

Sustainable investing is evolving — defense exposure in Article 8 and 9 funds is challenging traditional norms, urging investors to reassess risk, return and responsibility in a changing world.

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