In episode 105, Alex Proimos speaks with Andrew Parry, head of sustainable investment at Newton Investment Management.
This episode begins by delving into the role and impact of activism versus the power of market forces of capitalism. We discuss how incentives and disincentives can be used to change corporate behaviour. We also challenge that narrative that being ESG friendly is sufficient for outperformance and whether a passive allocation is an abdication of fiduciary duty. Finally, we touch on capturing the benefits from the economic transition to net zero.