Transitions/Human Rights
All about the wider issues that come out of the sustainability transitions including human rights
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.
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.
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.
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.
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.
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.
A practical example of 'solving' the artisanal mining challenge
We know that 'solving' the artisanal mining challenges is something we need to do. We also know that it's complicated. But people have done it, or at least started it - a Mozambique case study
Sunday Brunch: Financial markets are weighing machines
We all know that stock markets (in fact all financial markets) are partly driven by sentiment. But this only tells part of the story. Accounting fundamentals also matter.
Sunday Brunch: Yes vs No questions
If we want companies to change, then we should start with simple 'yes' questions and work up to the 'Big Yes', our end objective. Don't start by demanding changes they will find it easy to say no to.
Sunday Brunch: inside the mind of a Nimby
Change is about people, and humans are not rational beings. If we want our sustainability investments to happen, and to deliver a fair financial return, we need to understand why they face opposition.
Sunday Brunch: data is normally never enough
It's often very attractive to think that data gives us the answer. Sadly, just thinking about what we can measure rather than what's important can lead us to disaster.
Sunday Brunch: Can the new politicians derail the transition?
Recent elections in Europe have led to a shift to the right, but will this really halt the green transitions, or are we just talking about a temporary slowing ?