ESG special: a capital allocator’s perspective
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?
The skinny
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