The Green Investor – Details, episodes & analysis

How do developed countries deploy trillions of dollars in government money toward more sustainable infrastructure projects, and what's holding them back? Chris Lewis, the head of the Global Infrastructure team at EY joins the show to talk about which countries are doing it right, which industries have the most wind and money at their backs, and what governments need to do in order to accelerate progress. Plus, Big Money is putting big money to work in ESG funds and ETFs despite the backlash against the theme. We'll name names, and follow the money. LINKS FOR SHOW NOTES www.morganstanley.com/im/en-gb/intermediary-investor/investment-ideas/calvert.html www.iea.org/comme...n-2022 www.cdp.net/en/companies/companies-scores www.netzeroassetmanagers.org/signatories/ shareaction.org/ https://mn.gov/commerce/news/?id=17-563384 www.flgov.com/2023/...ments/ justcapital.com/ www.ey.com/en_gl/people/chris-c-lewis www.shell.com/investors/news-and-filings/sec-filings.html Learn more about your ad choices. Visit podcastchoices.com/adchoices

2022 brought historic agreements from the COP summits, the passage of a climate bill in the U.S., and a global spike in emissions. We break down the year that was. Plus, tighter regulations, stricter standards, the transition to renewables, adaptation and relentless climate disasters are just some of the main themes facing countries, companies and investors in 2003. Meggin Thwing Eastman of MSCI rejoins the show to share her team's ESG and Climate Trends to Watch for 2023 report. LINKS FOR SHOW NOTES www.cbd.int/doc/c/e6d3/cd1d/daf663719a03902a9b116c34/cop-15-l-25-en.pdf https://calmatters.org/environment/2022/08/electric-cars-california-to-phase-out-gas-cars/ https://ec.europa.eu/commission/presscorner/detail/en/qanda_21_3661 https://www.ipcc.ch/report/sixth-assessment-report-working-group-3/ www.iea.org/articles/global-energy-review-co2-emissions-in-2020 https://www.msci.com/research-and-insights/2023-esg-climate-trends-to-watch https://www.msci.com/www/blog-posts/six-esg-and-climate-trends-to/03547161547 https://climateactiontracker.org/publications/massive-gas-expansion-risks-overtaking-positive-climate-policies/ https://time.com/6157915/daylight-saving-time-history/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Peter Krull, the founder and CEO of Earth Equity Advisors, one of the original sustainable investing focused RIAs, joins the show to talk about the financial advice and planning industry can move towards a greener future. Plus, the U.S. Supreme Court is on the verge of a major ruling that could upend the EPA's oversight, unwinding years of regulations designed to limit greenhouse gas emissions. And, higher gas prices are driving up the price of electric vehicles as consumers look for cleaner options. How much pricing power do electric automakers actually have? LINKS FOR SHOW NOTES: https://www.earthequityadvisors.com/team/ www.spglobal.com/marke...486324 www.epa.gov/f-gas-partnership-programs/semiconductor-industry www.epa.gov/ghgemissions/understanding-global-warming-potentials https://www.bloomberg.com/news/articles/2022-06-18/zara-moves-away-from-fast-fashion-with-fabric-made-from-captured-carbon?sref=6IwE4a0o Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Newday Ocean Health exchange-traded fund, from Newday Impact in partnership with the legendary Cousteau family, launched this week, just in time for World Ocean Day. We talk to Doug Heske of Newday and Phillipe Cousteau about that ETF, and how it could be a new model for green, and blue investing. Plus, the sun is shining on the solar industry again after the Biden administration loosened tariffs on imports from Southeast Asia. We look at the forecast for renewable energy as gas prices hit record highs. SHOW LINKS: https://www.newdayimpactetfs.com/ www.sec.gov/news/press-release/2022-92 https://www.eurekalert.org/news-releases/954621 www.gisdalliance.org/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Malik Sievers, head of ESG at Schwab Asset Management, joins the show to myth-bust the greatest tales about ESG and SRI investing. Plus, the planet is gearing up for one of the hottest summers on record and energy prices are already peaking. And, we go Unicorn spotting in search of the most valuable Green-Tech companies in the private market. Links Mentioned https://www.aboutschwab.com/malik-sievers https://www.nerc.com/news/Headlines%20DL/May%2018%202022%20SRA%20Announcement.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

What does 'Responsible Investing', really mean amid climate change and a bull market in commodities? Amy O'Brien, the Global Head of Responsible Investing for Nuveen joins the Green Investor to talk about how the asset manager with over $1 trillion under management wields its influence on behalf of its stakeholders. Plus, electric vehicle stocks are spinning out, as production problems and material shortages curb EV-makers' capacity. And, green steel may be the next heavy metal. We look inside what could be the future of the industry. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Marika Christopher of Janus Henderson Investors, joins the show to talk about the importance of climate literacy when engaging with companies and investors, and where ESG investing is headed. Plus, money flows continue to pour into ESG and Sustainable ETFs, despite the selloff across the sector. And, we celebrate Earth Day and dig into the origins of the largest secular holiday on the planet. LINKS FOR SHOW NOTES: https://www.janushenderson.com/en-us/investor/bio/marika-christopher/ https://www.janushenderson.com/en-us/investor/article/earth-day-2022-investing-in-climate-literacy-to-manage-risk/ https://etfgi.com/news/press-releases/2022/04/etfgi-reports-assets-invested-active-etfs-listed-globally-reached https://www.lung.org/research/sota https://www.zelp.co/ https://www.sustainable-markets.org/news/33ff54ac-5a3f-4211-938e-26174b1d4f38 https://www.earthday.org/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

USSIF, The Forum for Sustainable and Responsible Investment, is one of the leading non-profit organizations that has been setting the standards and guidelines for ESG, Sustainable, and Impact investing. USSIF's CEO, Lisa Woll, joins the show to talk about what the investment industry needs now given the climate crisis and the demands of more socially conscious investors. Plus, electric vehicles are becoming more mainstream as total units are set to pass 20 million this year. Who's leading the race, and what does that mean for our electric future. Links https://www.ipcc.ch/report/ar6/wg3/ https://developmentfinance.un.org/sites/developmentfinance.un.org/files/FSDR2022_ChptIII.B.pdf https://ec.europa.eu/info/business-economy-euro/banking-and-finance/sustainable-finance/sustainability-related-disclosure-financial-services-sector_en https://www.greenclimate.fund/sites/default/files/document/20220412-arr2021.pdf https://www.greenclimate.fund/sites/default/files/document/20220412-arr2021.pdf https://climeworks.com/ https://climateatlas.ca/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Divest Harvard, a student-led activist organization at Harvard University, won a major victory in 2021 by convincing its trustees to wind down its investments in the fossil fuel industry through its $53 billion endowment. Connor Chung, a junior at Harvard, and one of the main organizers of Divest Harvard, joins the show to explain how they did it, and what else it wants from the university. Plus, the SEC has finally issued a proposal that would make climate risks a mandatory component of public company filings. We unpack the proposal, and what could come next. Learn more about your ad choices. Visit podcastchoices.com/adchoices

A new study published in Nature Communications reveals that the energy industry is facing hundreds of billions of dollars in losses as they continue to build fossil fuel based power plants and new carbon reduction technologies are not being built fast enough to arrest climate warming. Prof. Francois Cohen of the Univ. of Barcelona, one of the authors of the report, joins the show to break down the study and its implications. Plus, new money is pouring back into ESG and SRI funds as oil prices swing violently amid a four-decade high in inflation. We follow the money on The Green Investor. Learn more about your ad choices. Visit podcastchoices.com/adchoices