
Can investment strategies achieve real world environmental and social outcomes? Are private corporations the right vehicles for achieving social aims? Do we need to rethink an economic model skewed toward private activity and to challenge concentrations of power in order to value fully natural and social goods? Our Guest: Denise Hearn, Senior fellow at the American Economic Liberties Project and co-lead of the Access to Markets Initiative. She is co-author of The Myth of Capitalism, Monopolies and the Death of Competition and author of the blog Embodied Economics. Please subscribe to be first to know about new episodes. Our website www.johcm.com The information contained within this podcast including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. Views are as of date of recording and are subject to change. Hosted on Acast. See acast.com/privacy for more information.
Oct 5, 2022
41 min

Where does the reality of sustainable investment end, and where does the hyperbole begin?Desiree Fixler, is a tough, no-nonsense New York investment banker. She sprang into the headlines when she blew the whistle on what she saw as exaggerated ESG claims.Our Guest: Desiree Fixler, Chair, VentureESGPlease subscribe to be first to know about new episodes. Our website www.johcm.comThe information contained within this podcast including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. Views are as of date of recording and are subject to change. Hosted on Acast. See acast.com/privacy for more information.
Sep 6, 2022
36 min

We all use air. In various ways, we all use the oceans and the great rainforests. But we don’t use them equally and we don’t all pay for what we use. The idea of universal ownership seeks integrate investment objectives with the real costs of an industrial economy.Our Guest: Delilah Rothenberg, co-founding partner and executive director of the Predistribution Initiative.Please subscribe to be first to know about new episodes. Our website www.johcm.comThe information contained within this podcast including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. Views are as of date of recording and are subject to change. Hosted on Acast. See acast.com/privacy for more information.
Aug 3, 2022
26 min

Public vs Private. Any sustainable future is going to involve some kind of partnership between the public and the private sectors. Neither side is a simple or monolithic entity and both sides have their places – but where should the line fall? What belongs to the state, and what belongs to private enterprise?Our Guest: Aniket Shah, Managing Director and Global Head of Environmental, Social and Governance (ESG) and Sustainability Research at Jefferies Group, Senior Adviser on Sustainable Development Goals (SDGs) to the UN Sustainable Development Solutions Network (SDSN)Please subscribe to be first to know about new episodes Our website www.johcm.comThe information contained within this podcast including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. Views are as of date of recording and are subject to change. Hosted on Acast. See acast.com/privacy for more information.
Jul 7, 2022
43 min

ESG – fact or fiction? Is it actually possible to secure good long-term investment returns through making the world a better place? Has ESG lost its connection to investment?Our Guest: Dr Robert Eccles, visiting professor at the Said Business School at Oxford University, consultant to private equity firm KKR and columnist at Forbes.comPlease subscribe to receive upcoming episodesOur website www.johcm.comThe information contained within this podcast including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. Views are as of date of recording and are subject to change. Hosted on Acast. See acast.com/privacy for more information.
May 31, 2022
41 min

The purpose of this podcast is to talk about investment – active, sustainable investment that has the potential for meaningful long-term returns. Nothing is off the table, nothing is pre-judged. We’ll be looking with a critical eye at the full spectrum of investment activity, real-world impact. Please subscribe to receive upcoming episodesOur website www.johcm.comThe information contained within this podcast including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. Views are as of date of recording and are subject to change. Hosted on Acast. See acast.com/privacy for more information.
May 26, 2022
36 sec
