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RJN - Evolving Thoughts On ESG: The Case For Energy And Defense Stocks
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index - Energy Total Return Structured Product
Before the Russia-Ukraine war, the energy sector and defense industry were both shunned because of sustainability and ESG considerations.
Now, gas prices at the pump have soared in the US. Natural gas prices in Europe, which relied on Russian supply, have also jumped.
Shares of defense companies tend to hold up relatively well in downturns; they’re likely to be resilient in a recession because of the acyclic nature of defense spending.