T4IS2026 Strategy Dialogue 'Capital in a Fractured World': Is ESG Just 'Rebranded' Amid Geopolitical Pressure?
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At a private session of the T4IS2026 summit hosted by Socius Inc., global investors discussed ESG investing under geopolitical pressure. The dialogue revealed that investors are changing their 'vocabulary' by avoiding terms like 'ESG' and 'DEI' while maintaining the 'substance' of their actions. The discussion also highlighted the expansion of impact investing to include defense and energy, and the unsuitability of existing ESG metrics for crisis-affected markets.