42 min
Phineas Glover: the evolution of ESG research, and the sustainable competitive advantage Good Future
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- Business
My guest today is Phineas Glover. He’s head of ESG Equity Research for Asia Pacific, at Credit Suisse. He’s a leading source of up to date information on the environmental and social issues that are having material financial impacts on companies. It’s no longer just about earnings, or profit margins; the world’s biggest investors are now playing close attention to issues and themes beyond just the financials.
I really enjoyed this one, Phineas explained what it is a sell-side research analyst actually does, and then we got into weeds about whether the term ESG has lost its meaning, and how we can better assess the long-term prospects and impacts of publicly listed companies.
We went deep into the financial models, but also the philosophy of sustainability, and I hope you enjoy it as much as I do.
All the show notes are on my website at www.johntreadgold.com
Enjoy
My guest today is Phineas Glover. He’s head of ESG Equity Research for Asia Pacific, at Credit Suisse. He’s a leading source of up to date information on the environmental and social issues that are having material financial impacts on companies. It’s no longer just about earnings, or profit margins; the world’s biggest investors are now playing close attention to issues and themes beyond just the financials.
I really enjoyed this one, Phineas explained what it is a sell-side research analyst actually does, and then we got into weeds about whether the term ESG has lost its meaning, and how we can better assess the long-term prospects and impacts of publicly listed companies.
We went deep into the financial models, but also the philosophy of sustainability, and I hope you enjoy it as much as I do.
All the show notes are on my website at www.johntreadgold.com
Enjoy
42 min