ESG special: a capital allocator’s perspective

Talking Capital
11/05/2023 28 min Episodio 9
ESG special: a capital allocator’s perspective

Listen "ESG special: a capital allocator’s perspective"

Descargar episodio Ver en sitio original

Episode Synopsis

In this episode, Ian and Robert discuss ESG from a capital allocator's perspective:Green transition: where is our industry when it comes to the green transition and how do we play a part?The ESG Premium: will there be a longer-term premium attached to companies with good ESG characteristics?What about the S?: will this always be subjective and how can investors interrogate this properly?

More episodes of the podcast Talking Capital

In conversation with Carrhae Capital's Ali Akay: exploring their selection process and investment philosophy in action 04/12/2025
Emerging Market Equities: navigating cycles, risks and opportunities 06/11/2025
Emerging Market Equities: opportunities, risks and investment strategies 02/10/2025
In conversation with Stoneshield Capital's Felipe Morenés: from investment strategies to opportunity identification and value creation 11/09/2025
Real estate: opportunities, how to access them and the selection process 10/07/2025
Real estate: market trends, its place in portfolios and the current opportunities 05/06/2025
In conversation with Berkshire Partners’ Mike Ascione: investment strategies and success stories 01/05/2025
Private Equity: opportunities, and the importance of building long-term relationships 03/04/2025
Private Equity: from fundamentals to opportunities 06/03/2025
The outlook for inflation, US growth and China 20/02/2025
© 2003-2025 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA