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The Sustainable Investor

Sustainability, Strategy and Finance

The Sustainable Investor
Steven Bowen
Members Public

Sunday Brunch: Moving from ESG to competitive advantage

If we want companies to become more sustainable, we need to focus on the financial impacts of the transition. And we need to make the imperative for change clear - not just from society, but from governments and regulators.

Steven Bowen
Members Public

Sunday Brunch: Might taking Anglo American private be good for sustainability?

Would taking a mining company private help with sustainability? Or could we achieve the same outcome with a material minority holding?

Steven Bowen
Members Public

Sunday Brunch: Yes, its true, accounting really does matters

Accounting is the language of business - most investors would be lost without accounting numbers. And generally we need better sustainability related disclosures - a mining case study.

Steven Bowen
Members Public

Change can happen faster than we think

Assuming business as usual is often the easy option. But often change happens faster than we expect. And this can expose the company to material risks.

Steven Bowen
Members Public

Sunday Brunch: Why investors need companies to have a vision

Companies make strategies, investors just critique them. And to do this well, we need companies to have a clearly set out vision for how their industry will look in the future, and how they will fit in it.

Steven Bowen
Members Public

Sunday Brunch: how to talk to asset managers ...

Business 101 - first understand how the people you want to influence actually think. This also applies to those who want to influence companies and asset managers. Start with how they think and tailor your message to focus on what they see as important.

Steven Bowen
Members Public

Sunday Brunch: the world is not linear ....

Yes, we need to prepare for the future, but in a resilient way. One that doesn't lock us into 'the future will look like the past'. And that includes mining for critical minerals.

Steven Bowen
Members Public

Sunday Brunch: Doing nothing can also create risk

Doing nothing in the face of upcoming risks can be massively value destroying for companies, leading to both shareholders and lenders losing out.

Steven Bowen
Members Public

Financial risks from climate change

Rising sea levels are not just a threat to people. They also could create material financial risks, from what we call asset impairment. And given the long asset lives of most infrastructure, the risk is getting closer than you might think.

Steven Bowen
Members Public

Stopping cows from burping.

Could gene editing could solve the cow methane problem? Although innovation sometimes over promises and under delivers, there are times when it's necessary. When the alternatives are unlikely to get delivered at the scale we need. And cow based methane looks like just such a case.

Steven Bowen
Members Public

Sunday Brunch: Things will be different, accept it & move on.

We need to change our business ecosystems if we are going to deliver the new, more sustainable ways of working. Assuming that we can do the same things as before, just greener, will not work.

Steven Bowen
Members Public

What the public believes about EV's matters, even if it's not true

Politicians are not brave people, they want to do something that a large minority, if not the majority, will support. Which is why what the public believes about Electric Vehicles' really matters. And why 40% saying that they don't think EV's are better for the environment is a worry.




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