Can It Be ESG? A Pragmatic Take on Defence

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Fixed on ESG

Can It Be ESG? A Pragmatic Take on Defence

With James Malone, CFA & Katharine Neiss, PhD — May 16, 2025

20 mins watch

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FIXED ON ESG | EPISODE 35

Often excluded from ESG portfolios on ethical grounds, the defence sector is at the forefront due to current geopolitical tensions. In this episode of Fixed on ESG, we consider whether defence companies should be included in ESG investments, the rising strategic importance of defence, investment barriers, and the potential for ESG-conscious investors to reconsider their exclusion policies.

PGIM Fixed Income’s James Malone, CFA, ESG Specialist, hosts this discussion with Katharine Neiss, PhD, Deputy Head of Global Economics and Chief European Economist.

Recorded on May 6, 2025.

Listen to Fixed on ESG podcast for the latest topics and trends of ESG investing.

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