Concerns about energy reliability, green premiums and political polarisation in recent months – that have been magnified by the outcomes of the US presidential elections – are raising questions about sustainable investing’s ability to deliver both positive impacts and adequate returns on investments (RoI).
In this week’s podcast, Ehsan Khoman, Head of Research – Commodities, ESG and Emerging Markets (EMEA), delves into this pertinent theme. He believes that moves by investors towards long-term sustainable themes such as financial materiality, a broadened investable universe, and engagement over exclusions, have the potential to augment performance and keep sustainable investing on solid ground, independent of the political order of the day as well as certain narrowing in interpretations of fiduciary expectations.
The MUFG Global Markets Podcast can be found directly on our MUFG Podbean page or via a number of platforms, including Spotify, Apple, and Stitcher.