Institutional investors are reassessing defence, security and resilience as geopolitical risk reshapes markets, ESG frameworks and private market opportunities.
After years on the periphery of institutional portfolios, defence, security and resilience are moving back into focus. A shifting geopolitical backdrop – marked by conflict, supply chain fragility and rising threats to critical infrastructure – is forcing investors to reconsider long-held assumptions around risk, return and responsibility.
Discussions at Longview Networks’ Defence and Security Investing Summit highlighted a growing recognition that these are not standalone sectors, but a system-level consideration that cuts across energy, technology and infrastructure.
From ESG frameworks to private market opportunities and supply chain resilience, investors are beginning to adapt – but not without tension, and not yet at scale.
The event was sponsored by Foresight
An executive briefing from the event is available here.
