Created by the Value Team at Schroders, the Value Perspective podcast takes a look at decision making in complex and uncertain environments.
Episodes
Thursday Oct 28, 2021
Thursday Oct 28, 2021
In honour of COP26 this month, welcome to our mini series where we're exploring ESG or environmental, social, and governance factors within the industry. In this series, which we're releasing every Thursday during the conference, we're interviewing old and new guests on their approach to ESG within the industry. We've sought to speak to a wide range of guests with a variety of perspectives on this well-known topic.
To begin, we're thrilled to have Erik Kobayashi-Solomon back on the pod. Erik penned an article called Science doesn't care what trading desks are saying which caught our eye. From there, we discussed how trading desks motivations could be aligned with climate change issues, how investors can put a sustainability lens on industries outside of oil and gas, and what changes to an investor's framework can be made when thinking about the future.
Minutes:
00:33 Series intro
01:12 Guest intro
01:55 Episode term glossary
03:12 Episode intro
06:34 Will trading desks ever care about climate change?
11:31 Bill Gate's 75% Problem
15:23 The weight of a phone
19:31 What role should oil and gas play in climate change?
22:42 Is nuclear's role unfairly diminished?
29:00 If you could persuade every investor who listens to this podcast to add one extra step into their investment process, what would it be?
NEW EPISODES:
We release main series episodes every two weeks on Mondays and ESG mini-series every Thursday. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify and other podcast players.
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