27 Feb 2026 05:00

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


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