Podzept - The Bigger Picture

Latest Episodes:

ESG with one eye on the macro Oct 04, 2018

Show notes

Andreas Bruckner, Equity Strategist, on how ESG investing may be subject to a wider array of macro fluctuations than initially meets the eye.

Scope three emissions – Sorting the mickle from the muckle Oct 04, 2018

Show notes

Should investors care that Samsung’s ‘scope one and two’ carbon emissions are 150 times higher than those of Apple even though the companies have similar revenue? Caroline Cook, Equity Analyst, says - no. Yet too many ESG investors still incorrectly compare ‘scope one and two’ data purely because it is the most widely disclosed. That is a mistake.

Equities – How fund managers can use ESG to assess fair value Oct 04, 2018

Show notes

It seems odd that nine out of ten of the world’s largest fund managers claim to have a responsible investment mandate, yet only two-fifths admit they systematically consider ESG factors when assessing a stock’s fair value. One problem is that traditional ESG ranking systems are backwards looking. Jan Rabe, ESG Analyst explains.

Climate change – The automated shift to clean energy Jun 06, 2018

Show notes

Tim Rokossa, Autos Analyst, explains how automation lies at the heart of the drive away from fossil fuels, not just by helping technology in its own right, but as an accelerator of utilisation and uptake.

Industrial internet of things – Data over design Jun 06, 2018

Show notes

Investors tend to fawn over the automation-related efficiency gains achieved in the car industry. But it is easy to make the mistake of thinking this success story is easily replicable in other industrial settings says Felicitas von-Bismarck, Capital Goods Analyst.