Thématique :
Changing Tides - Investing in the Defense industry
Description
Since the start of the war in Ukraine, the topic of defense has come to dominate the headlines. For investors, the ESG rationale of excluding weapons is gradually changing to ensuring security and countries having the ability to defend themselves from aggressors. More and more professional investors have now added defense as a sector in their investment policy. Dmitrii Ponomarev will take you into the world of the defense industry by explaining how VanEck structured its Defense strategy and detail its controversial weapons screening.
