What percentage of fund managers allow investments in nuclear weaponry, according to the Jefferies survey?

According to the Jefferies Financial Group Inc. fourth-annual ESG and defense survey, 34% of fund managers allow investments in nuclear weaponry.

Why do investors who permit nuclear exposure often rely on rule-based constraints rather than fully endorsing the sector?

Jefferies analysts stated that while nuclear is increasingly investable, it remains 'the most contentious boundary,' and where investors permit exposure, they often rely on rule-based constraints tied to alliances or treaties rather than fully endorsing the sector.

Jefferies Survey: Investors Boost Nuclear Exposure Amid ESG Shift

May 26, 2026

Jefferies reports investors are loosening policies to accept nuclear and defense investments while boosting oil & gas M&A. The survey highlights key trends including cocoa supply premiums, carbon capture funding, and rising power demand from AI data centers.

bloomberg

2026-05-26

Jefferies Survey: Investors Boost Nuclear Exposure Amid ESG Shift

Jefferies Survey: Investors Boost Nuclear Exposure Amid ESG Shift

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