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Sunday Brunch

Our thoughts on the key issues faced by practitioners trying to advance sustainable investing.

Steven Bowen
Members Public

Sunday Brunch: key thoughts from 2024

Sustainable Investing is changing. Thoughts on the changes we have seen in 2024 and hopes for 2025.

Steven Bowen
Members Public

Sunday Brunch: Innovation & why investing is forward looking

Yes, investing is about the future. Future profits and future cashflows. But the value of a company is also impacted by historic innovation shortfalls. Nespresso shows it can work - will Nestle work out how to repeat the wins this brings?

Steven Bowen
Members Public

Sunday Brunch: 'dirty' investments and investor expectations

Yes, demand for some 'dirty' products might collapse in the future. But, to make a compelling case to investors, we also need to understand if this negative outcome is already reflected in the current share price.

Steven Bowen
Members Public

Sunday Brunch: investible diversity

Diversity matters, but not the diversity you might think. It has become an accepted fact that there is a strong link between demographic diversity and financial returns. But it's not actually supported by rigorous analysis.

Steven Bowen
Members Public

Sunday Brunch: audit - the risk hiding in plain sight

Audits matter. Much of the time investors don't get the data that underpins a company strategy. It's confidential. And so we rely on the auditor to check it. And this should include sustainability strategy. But, often it doesn't. That needs to change.

Steven Bowen
Members Public

Sunday Brunch: clean electricity is possible, but politically tough

A clean, low carbon electricity grid is possible. And while the task of adding all of the renewables, batteries etc is challenging, the big barrier is political will and regulatory frameworks. Lets not pretend the route will be easy.

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

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.

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