Michael Lebbon | Decoupling global growth from carbon emissions, aligning portfolios and a technology risk overlay

In episode 115, Alex Proimos speaks with Michael Lebbon, founder of Emmi.

This episode discusses the decoupling of global growth from carbon emissions. We delve into the evolution of carbon price and credits and how negative screening of industries and sectors is not only counterproductive to the transition to net-zero. We also discuss financial carbon risk and its expected relationship to expected returns and how portfolio managers can use an understanding of carbon as a risk mitigator.

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What the transformation of the labour market means to investors

Ageing populations in the west causing shrinking of the workforce, mismatches in jobs and qualifications, and the rise of new technology is all contributing to the transformation of the labour markets, according to PGIM’s latest megatrends report. Participant: • Jakob Wilhelmus, director at PGIM’s Thematic Research group Moderator: • Julia Newbould, managing editor at Conexus

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