EmbarkPod
EmbarkPod
Episode 6: Environmental, social and corporate governance investing
In this edition of EmbarkPod, Roger Hearing welcomes the return of Peter Toogood to the podcast (Chief Investment Officer at Embark Group) and Jonathan Waghorn, Co-Portfolio Manager of Guinness Sustainable Energy Fund/Guinness Global Fund. Sustainable energy is a term that isn’t the easiest to define – so what is it exactly? How do investors navigate the landscape? Sustainability criteria’s set by investment companies can be impressive and clear-cut, but it’s the direction of travel of stock that tends to boil down to opinion. Topics covered in this episode also include:
🤝 Exclusion vs Engagement
🔮 How far are we realistically away from the next best thing?
🎈 Navigating the emerging bubbles
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