The report, which covers Morningstar’s defence portfolio comprising 14 prime defence contractors in Europe and the US, discovered “the business faces vital challenges, corresponding to a major environmental footprint, moral provide chain issues, and strict product security and regulatory necessities,” Loredana Muharremi, fairness analyst at Morningstar, mentioned.
“Shifting investor sentiment and evolving laws are redefining how the sector is assessed by way of an ESG lens.”
Ukraine struggle has made Metropolis spending on defence ‘important’ versus ‘contentious’
Traditionally, defence inventory…