18 November 2021
This week we welcome Jason Mitchell, Man Group’s Co-Head of Responsible Investing. We discuss Jason’s experiences attending COP26 and some of the main things he’s taking away. Including: what the COP26 decisions mean for investors, Net Zero, emerging markets, and what next to look for in Responsible Investment.
- Jason’s own takeaways and reflections from being in Glasgow
- The successes of the first week vs the watering down at the end
- From an investor’s viewpoint: a big moment for the finance industry as it was brought centre stage as a collective (for the first time)
- Investor talking points:
- Net Zero targets: Are they Still sensible? Are they easier to commit to now? 2050, is it the right date?
- Fossil fuels (faster sunset – a sway against fossil fuel financing, role of central banks and multilateral development banks)
- Emerging markets – on a different trajectory and what that means for investors:
- Carbon price
- How cost of capital is changing for energy projects and what this means (and doesn’t mean) for investors
- What Jason is thinking about investor climate action post COP26, including a ramp up in engagement
- So what’s next, key things to watch over the next 12 months
One thing to take away
ESG is all-encompassing and always changing, so don’t apply fixed labels. It's important to work with people who are truly passionate about it rather than driven by corporate monetary interests.
The most underappreciated thing about investing
Expected returns don’t equal realised returns. ESG lies in unexpected return dimension.
- Jason's podcast: A Sustainable Future
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