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.
“Is US Monetary Policy Struggling to Catch Up with Inflationary Pressures” Brian Pellegrini, Intertemporal Economics
“Russia and the Ukraine; David Roche cuts through the markets’ complacency”, David Roche, Independent Strategy
“Data driven and pragmatic; Don Luskin takes on the bears”, Donald Luskin, TrendMacro
“The Inflationary Implications of ESG and the Climate Transition – Some Considerations”, James Aitken, Aitken Advisors
“The Outlook for Precious Metals”, Jeffrey Christian, CPM Group
“When Does TINA (There Is No Alternative) End?”, Chris Watling, Longview Economics
”Where next for China’s big bang policy reforms”, William Hess, PRC Macro
“Finding US Equity Ideas”, Jonathan Boyar, Boyar Research
”Investing During a Saw Tooth Pandemic Recovery” David Roche, Independent Strategy
"The Myths and Maths of Commodity Investing" Kathleen Kelley, Queen Anne's Gate Capital
"Global Policy Pivot and the Wake Up Call to Markets" Callum Thomas, Topdown Charts
"Reading the Mood of the Market" Richard Edwards, HED Capital Management
"Recovery from the Covid Crisis – Sizzle or Fizzle", Carl Weinberg, High Frequency Economics
"The Changing Shapes of US Politics" Brian Pellegrini, Intertemporal Economics
“Will Bonds and Bitcoin Survive the Coming Stagflation?”, Derek Sicklen, AAS Economics
"Demographics will Reverse 3 Multi-Decade Trends", Manoj Pradhan, Talking Heads Macro
"Normality – What is it and can the Financial Markets cope with it?" Michael Taylor, Coldwater Economics
“How to Instantly Spot Red Flags in Annual Reports”, Jules Hull, StockViews
"Fiscal Dominance – What are the Economic Implications of this new US Paradigm" Barry C. Knapp, Ironsides Macroeconomics
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