David Osman of the IRF is joined by Julian Morris, the Chief Economist of Unicus Research, which is based in New York.----more----
In addition to his expertise in economic and financial matters, Julian Morris is an acknowledged expert on environmental, health and technology issues with nearly three decades of relevant experience for ESG investing. ESG funds have become more popular with investors and have performed well in both 2020 and 2021. However, it is not so easy to define exactly what is (or is not) environmentally friendly, social or good governance. Increasing regulation and litigation are adding to the complexities for corporates and for ESG investors. In this podcast, Julian explains many of difficulties associated with green investing, including the reliability of ecolabelling and government-led green business initiatives. He also highlights the definitional problems of what constitutes a good ESG investment, particularly with respect to the social and governance aspects. Julian explains how the different characteristics of ESG can be incommensurate with one another. In doing so, he raises questions about the future of a ‘checkbox’ approach to ESG as a meaningful term for ethical and impact investing. Nevertheless, there are some interesting long-term ESG investment opportunities and Julian points out where Unicus Research has been able to identify profitable ESG investment situations.
“The Fed’s Dim Chances of Getting Inflation Under Control”, David Ranson, HCWE & Co.
Research and Markets: “China and Energy Prices will be the key Drivers of Financial Markets in 2023”, JP Smith, IRF
“The Financial Markets in 2022 and 2023”, Ron William, RW Advisory
“Japan in 2023: A Year of Major Transformation and Opportunities”, Ryoji Musha, Musha Research
“The Outlook for Commodity Prices in 2023”, Jeffrey Christian, CPM Group
Research and Markets: “Inflation, Redistribution, Emerging Markets and why Investors Should Adopt a More Absolute Return-Oriented Mindset”, JP Smith, IRF
“The UK Back From the Brink; Regeneration Through Deleveraging”, Dr Peter Warburton, Economic Perspectives
“Joining up the dots in China”, Anne Stevenson-Yang, J Capital Research
“Turkey: An Emerging Market Opportunity?”, Zekeriya Ozturk, iRes Independent Financial Research & Advisory
Research and Markets: “Key Developments in Emerging Markets, China and Russia/Ukraine”, JP Smith, IRF
“The Revival of Inflation: What Next?”, Manoj Pradhan, Talking Heads Macro
Research and Markets: “What is the Next Market Regime?”, JP Smith, IRF
“US Politics: The Prospects for 2023 & 2024”, James Lucier, Capital Alpha Partners
“China: CBB Proprietary Data Tells A Different Story”, Leland Miller, China Beige Book
“UK Politics: Continuity or Discontinuity?”, Helen Thomas, Blonde Money
“The Causes and Consequences of the Fed’s Misjudgement”, John Ryding, RDQ Economics
“Charting Future Trends in the World Stock Markets”, Lane Dusserre, SMI
“The UK Cost of Credit Crisis”, Dr Peter Warburton, Economic Perspectives
“World War 3”, David Murrin, Global Forecaster
“The US Economic Outlook: A Profitable Non-Consensus View”, Barry Knapp, Ironsides Macroeconomics
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