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May 11, 2023ESG special: a capital allocator’s perspective28 minutesPlayIn 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?...moreShareView all episodesBy Capital Generation PartnersMay 11, 2023ESG special: a capital allocator’s perspective28 minutesPlayIn 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
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?
May 11, 2023ESG special: a capital allocator’s perspective28 minutesPlayIn 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
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?