A Global Reset in Patterns of Market Behavior Lies Ahead

A Global Reset in Patterns of Market Behavior Lies Ahead

Author: Paul Ellis September 24, 2023 Duration: 50:18
A new regime in financial policy and market behavior is unfolding and the patterns of the past decade are facing a period of adjustment. Schroders Asset Management believes this new regime will be driven by several themes, including decarbonization, deglobalization and demographic change. In today’s Episode Three of this Schroders and SFP series we’re going to zero in on the impact deglobalization and demographic change are having on sustainability-focused investment strategies. Our guests from Schroders include Angus Bauer, Head of Sustainable Investment Research and Lazaro Tiant, Sustainable Investment Analyst. Let's begin by identifying Schroders’ sustainability considerations related to deglobalization and demographic change. A new study, released today by Cornell University’s Global Labor Institute (GLI) and Schroders, reveals extreme heat and flooding are threatening key apparel production hubs. See the attachments tab for the link.

Hosted by Paul Ellis, The Sustainable Finance Podcast is a resource for investors and financial advisors looking to move beyond the buzzwords and understand the practical realities of integrating environmental, social, and governance principles into portfolios. This isn't about abstract theory; it's a series of direct conversations with the people shaping the industry-from asset managers and analysts to corporate leaders and policy experts. Each episode digs into how sustainability metrics are being applied, what constitutes genuine impact versus marketing, and where the real financial opportunities and risks lie. You'll hear detailed discussions on evolving regulations, new investment vehicles, and the tangible data driving decisions. By focusing on these candid interviews with pioneers, the podcast provides a clear-eyed view of a rapidly changing landscape, offering actionable insights for anyone navigating the intersection of capital and responsibility. Tune in for a grounded perspective that equips you to participate in this critical shift within modern finance.
Author: Language: en-us Episodes: 100

The Sustainable Finance Podcast
Podcast Episodes
Higher Ground Lays Out a Blueprint for Ethical Leadership [not-audio_url] [/not-audio_url]

Duration: 22:26
Alison Taylor, Clinical Professor at NYU Stern School of Business and one of the world’s most compelling experts on business ethics, has a new book, and after having read it, I recommend it to every executive, entreprene…
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Duration: 22:44
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A Strategy that Prioritizes Social Justice & Climate Returns [not-audio_url] [/not-audio_url]

Duration: 22:44
Andrea Longton is an award-winning author and professional social justice investor. She has raised over 1 billion dollars for social justice investments in the United States and has advised on another 1.5 billion dollars…
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Duration: 19:08
Today’s podcast guest loves to speak with investors and asset managers interested in the sustainable food space. Shila Wattamwar, Founder and CEO of Radiant Global Advisory, is an adviser to companies that are optimizing…
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Duration: 25:18
Tee Ganbold is Co-Founder and CEO at Improvability AI, the Generative AI improvement engine for sustainability. She was Co-Founder and Chief Growth Officer of Clear AI, optimizing supply chains for sustainability utilizi…
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Duration: 21:47
Sustainable Impact investing is at an inflection point in 2024, so where do Radhika Shroff and her Nuveen Private Equity team see value in this type of investing? Their investment thesis is rooted in addressing two criti…
Is it Really Over for ESG? [not-audio_url] [/not-audio_url]

Duration: 22:27
Many claim that ESG is dead. Our SFP guest today said that “ESG is broken” at NYC Climate Week last year. But ESG teams need ESG software in the same way that finance teams need finance software. Makes sense, but where s…
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Duration: 26:12
Amina Zakhnouf is an Investment Officer at the Fund for Innovation in Development (FID), which is hosted by the French government to fight poverty and promote sustainable economic growth. Zakhnouf supported the creation…
Combining Value Investing & Sustainability Opportunities [not-audio_url] [/not-audio_url]

Duration: 41:10
As companies and investors continue to navigate the 3D-reset themes of decarbonization, deglobalization and demographic change, Schroders believes that it is important to consider the practical investment implications of…
Eclectic Partners Forge a Successful Sustainability Team [not-audio_url] [/not-audio_url]

Duration: 25:05
Lenka Martinek belongs to an eclectic team of sustainability investing professionals that are partners at SMS & Nordis Capital. She is a portfolio manager in partnership with an economist from the International Monetary…