Organising the Future with Andrew Parry
A new take on investing
Guests will be a diverse mix of experts from academia, finance, industry, government and civil campaigns. We’ll be looking with a critical eye at the real-world impact of investment activity.
Please subscribe to receive upcoming episodes
Our website www.johcm.com
The information contained within this podcast including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. Views are as of date of recording and are subject to change.
How can investors grapple with an issue as big as climate change? How do we introduce the risk of climate change into portfolios? How can we realistically measure long-range outcomes?
Our Guest: Harald Walkate is an adviser on sustainable finance and senior fellow at the University of Zurich CSP. He is also a pianist and composer.
Please subscribe to be first to know about new episodes.
Our website www.johcm.com
The information contained within this podcast including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. Views are as of date of recording and are subject to change.
Hosted on Acast. See acast.com/privacy for more information.
Investment has outcomes that impact real people. How do we balance sustainable principles with financial returns?
Our Guest: Alan Higgins is the ex Chief Investment Officer and current Managing Director of Coutts Wealth Management.
Please subscribe to be first to know about new episodes.
Our website www.johcm.com
The information contained within this podcast including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. Views are as of date of recording and are subject to change.
Hosted on Acast. See acast.com/privacy for more information.
An interview with Andrew Parry looking at some of the key issues discussed in the first season, including the future of ESG, the boundary between public policy and private enterprise, the trade-offs essential to sustainable investing and the need for meaningful financial returns.
Please subscribe to be first to know about new episodes.
Our website www.johcm.com
The information contained within this podcast including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. Views are as of date of recording and are subject to change.
Hosted on Acast. See acast.com/privacy for more information.
Can we innovate our way to a sustainable future? Or do we need to move our economic focus from quantity to quality?
Our Guest: Professor Tim Benton leads the environment and society programme at Chatham House. He has worked with the UK government, the European Union, the G20, the World Economic Forum and the Inter-governmental Panel on Climate Change.
Please subscribe to be first to know about new episodes.
Our website www.johcm.com
The information contained within this podcast including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. Views are as of date of recording and are subject to change.
Hosted on Acast. See acast.com/privacy for more information.
The government wants pension funds to re-invest in the UK economy. So far, it has taken only small, tentative steps. What else needs to be done and can it make a difference?
Our Guest: Kerrin Rosenberg is founder and leader of Cardano, probably the foremost investment adviser to defined benefit pension funds in the UK.
Please subscribe to be first to know about new episodes.
Our website www.johcm.com
The information contained within this podcast including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. Views are as of date of recording and are subject to change.
Hosted on Acast. See acast.com/privacy for more information.
Can morality and money ever go together? Can we do good and make a profit at the same time?
Our Guest: Dr Judith Rodin is a distinguished research psychologist and the first woman to lead an Ivy League university. Judith was president of the Rockefeller Foundation, where she is credited with coining the phrase ‘impact investing’.
Please subscribe to be first to know about new episodes.
Our website www.johcm.com
The information contained within this podcast including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. Views are as of date of recording and are subject to change.
Hosted on Acast. See acast.com/privacy for more information.
What does a head of sustainability actually do? Is having a sustainability specialist another strategy for greenwashing?
Our Guest: Kim Schumacher is professor of sustainable finance and ESG at Kyushu University, a PhD graduate of Tokyo University and a member of the Global Sustainability Standards Board.
Please subscribe to be first to know about new episodes.
Our website www.johcm.com
The information contained within this podcast including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. Views are as of date of recording and are subject to change.
Can the world live without oil? And if it can – what will be the role of oil and gas companies in enabling that transition?
Our Guest: Giulia Chierchia is executive vice president at BP for strategy, sustainability & ventures. She is also responsible for BP’s ethics and compliance.
Please subscribe to be first to know about new episodes.
Our website www.johcm.com
The information contained within this podcast including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. Views are as of date of recording and are subject to change.
For a long time we have thought that the purpose of a business is to make a profit. Does that need to change? Increasingly, we hear about purpose driven companies. Can the two go together, profit and purpose?
Our Guest: Alex Edmans is professor of finance at the London Business School. His latest book, Grow the Pie: How Great Companies Deliver Both Purpose and Profit, was an FT Business Book of the Year.
Please subscribe to be first to know about new episodes.
Our website www.johcm.com
The information contained within this podcast including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. Views are as of date of recording and are subject to change.
We think a lot about sustainability at the macro level. In terms of policy, regulation, and strategy and disclosure. But how important is it in corporate culture?
Our Guest: Alison Taylor, Clinical professor at NYU Stern of Business School and director of Ethical Systems, whose mission, according to their website, is to transform the ethical practice of business.
Please subscribe to be first to know about new episodes.
Our website www.johcm.com
The information contained within this podcast including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. Views are as of date of recording and are subject to change.
First the science, then the law. A financier and a scientist, Howard Covington is now at the forefront of using the law courts to shape – and force – corporate policy on sustainability.
Our Guest: Howard Covington has been an investment banker and an asset manager. A mathematician, he is a fellow of the Institute of Physics, an honorary fellow of the Isaac Newton Institute and, until recently, the inaugural chair of the Alan Turing Institute. He is currently chair of ClientEarth, an activist charity that uses the law to engage with environmental issues.
Please subscribe to be first to know about new episodes.
Our website www.johcm.com
The information contained within this podcast including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. Views are as of date of recording and are subject to change.
Is there ever an argument for tobacco? Can a cigarette-maker avoid doing harm? If a smoke-free world is possible, what role, if any, should be played by big tobacco? ESG funds have typically screened tobacco out as a matter of course, but screening is brutal and simplistic and takes no notice of secondary impacts across a broader system.
Our Guest: Jennifer Motles began her career as an international human rights lawyer working for United Nations agencies. She has special expertise in sustainability and stakeholder engagement, skills she now puts to use as Head of Sustainability at Philip Morris International.
Please subscribe to be first to know about new episodes.
Our website www.johcm.com
The information contained within this podcast including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. Views are as of date of recording and are subject to change.
A tipping point consists of a reinforcing feedback loop within a system, the moment at which a given activity reaches a critical mass and becomes self-propelling. It is a key scientific concept, increasingly in use in understanding and forecasting the impact of human activity on the environment. The tipping points we hear about tend to be negative, such as the loss of the Greenland ice sheet. But they can be positive too, as with the uptake in electric vehicles, and used to shape and direct policy.
Our Guest: Tim Lenton is professor of Climate Change and Earth System Science at the University of Exeter and Director of the university’s Global Systems Institute. He is internationally known for his research into tipping points and has lectured and written widely on the subject, including in Nature and Science.
Please subscribe to be first to know about new episodes.
Our website www.johcm.com
The information contained within this podcast including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. Views are as of date of recording and are subject to change.
Hosted on Acast. See acast.com/privacy for more information.
Can investment strategies achieve real world environmental and social outcomes? Are private corporations the right vehicles for achieving social aims? Do we need to rethink an economic model skewed toward private activity and to challenge concentrations of power in order to value fully natural and social goods?
Our Guest: Denise Hearn, Senior fellow at the American Economic Liberties Project and co-lead of the Access to Markets Initiative. She is co-author of The Myth of Capitalism, Monopolies and the Death of Competition and author of the blog Embodied Economics.
Please subscribe to be first to know about new episodes.
Our website www.johcm.com
The information contained within this podcast including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. Views are as of date of recording and are subject to change.
Where does the reality of sustainable investment end, and where does the hyperbole begin?
Desiree Fixler, is a tough, no-nonsense New York investment banker. She sprang into the headlines when she blew the whistle on what she saw as exaggerated ESG claims.
Our Guest: Desiree Fixler, Chair, VentureESG
Please subscribe to be first to know about new episodes.
Our website www.johcm.com
The information contained within this podcast including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. Views are as of date of recording and are subject to change.
We all use air. In various ways, we all use the oceans and the great rainforests. But we don’t use them equally and we don’t all pay for what we use. The idea of universal ownership seeks integrate investment objectives with the real costs of an industrial economy.
Our Guest: Delilah Rothenberg, co-founding partner and executive director of the Predistribution Initiative.
Please subscribe to be first to know about new episodes.
Our website www.johcm.com
The information contained within this podcast including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. Views are as of date of recording and are subject to change.
Public vs Private. Any sustainable future is going to involve some kind of partnership between the public and the private sectors. Neither side is a simple or monolithic entity and both sides have their places – but where should the line fall? What belongs to the state, and what belongs to private enterprise?
Our Guest: Aniket Shah, Managing Director and Global Head of Environmental, Social and Governance (ESG) and Sustainability Research at Jefferies Group, Senior Adviser on Sustainable Development Goals (SDGs) to the UN Sustainable Development Solutions Network (SDSN)
Please subscribe to be first to know about new episodes
Our website www.johcm.com
The information contained within this podcast including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. Views are as of date of recording and are subject to change.
ESG – fact or fiction? Is it actually possible to secure good long-term investment returns through making the world a better place? Has ESG lost its connection to investment?
Our Guest: Dr Robert Eccles, visiting professor at the Said Business School at Oxford University, consultant to private equity firm KKR and columnist at Forbes.com
Please subscribe to receive upcoming episodes
Our website www.johcm.com
The information contained within this podcast including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. Views are as of date of recording and are subject to change.
The purpose of this podcast is to talk about investment – active, sustainable investment that has the potential for meaningful long-term returns. Nothing is off the table, nothing is pre-judged. We’ll be looking with a critical eye at the full spectrum of investment activity, real-world impact.
Please subscribe to receive upcoming episodes
Our website www.johcm.com
The information contained within this podcast including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. Views are as of date of recording and are subject to change.