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 US Economy After The Great Interruption" David Ranson, HCWE & Co.
"Is the Game up for the UK Economy?" Peter Warburton, Economic Perspectives
"Top Trades Around the World in 2021" Damanick Dantes, Dantes Outlook
"The Outlook for Commodity Prices in 2021" Kathleen Kelley, Queen Anne's Gate Capital
"Do Markets Face a Potential 'Minsky' Moment Collapse?" Ron William, RW Advisory
"Biden, Brexit and the Pandemic in 2021 & 2022" Helen Thomas, Blonde Money
IRF Update 2021 Q1
"Video Gaming Sector: Highlights of 2020 and Thoughts on 2021" Eric Kress, Gossamer Consulting Group
"If There is a Year to Be Long Risk, it is 2021!" Dominique Dwor-Frecaut, Dwor-Frecaut Macro
"US Politics and Economics in 2021: The Establishment Strikes Back" Brian Pellegrini, Intertemporal Economics
"The Big Liquidity Story" Michael Howell, CrossBorder Capital
"China's Development Plans for 2021-2035" Charles Hess, Inferential Focus
"How ESG Investing Can Consistently Generate Alpha" François Boutin-Dufresne, Sustainable Market Strategies
"The Existential Threat Facing the European Union in 2021 and 2022" Brunello Rosa, Rosa & Roubini Associates
"The Outlook for Inflation: The Impact of Regime Change" Peter Warburton, Economic Perspectives
"The US Economy: Advancing without Effective Monetary or Fiscal Policy" David Ranson, HCWE
"The Five Phases of Empire" David Murrin, Global Forecaster
"China's Plan for the Next 5 Years" William Hess, PRC Macro
"The Outlook from Washington - Biden or Trump? The Policy Implications" James Lucier, Capital Alpha Partners
"Rising Long-term Bond Yields and Their Portfolio Implications" Michael Belkin, The Belkin Report
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