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Sustainability Now · February 27 · 14 min

From Cloud to Kill Chain

Sustainable investors are redrawing their red lines. As defense spending rises, the definition of “controversial weapons” is being reexamined — from nuclear value chains to AI-enabled systems in the kill chain. Where those lines fall could reshape portfolios. Host: Bentley Kaplan, MSCI Research & Development Guest: Mike Disabato, MSCI Research & Development

0:00-14:36

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Sustainable investors are redrawing their red lines. As defense spending rises, the definition of “controversial weapons” is being reexamined — from nuclear value chains to AI-enabled systems in the kill chain. Where those lines fall could reshape portfolios. 


Host: Bentley Kaplan, MSCI Research & Development

Guest: Mike Disabato, MSCI Research & Development