Achieving circularity in order avoid material waste is not a one-size-fits all approach for companies - we discuss how companies are effectively achieving circularity, the hurdles that exist, and the scope of global demand for alternative materials, most notably plastic alternatives. Featured are Amantia Muhedini, Sustainable & Impact Investing Strategis ... Show More
Yesterday
Signal over Noise with Ulrike Hoffmann-Burchardi
Tune in at the start of the trading week ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities for UBS Wealth Management, briefs you on what’s the signal, and what’s just noise in the markets. This week - in the absence of gover ... Show More
5m 59s
Oct 10
Talking Markets Podcast with Jan van Eck of VanEck
Jan van Eck is the Chief Executive Officer of VanEck. We cover a wide range of top of mind topics for investors, including a look at the US macroeconomic environment, the road ahead for monetary policy, the impacts of US trade policy and artificial intelligence to economic activi ... Show More
13m 5s
Oct 10
UBS On-Air: Paul Donovan Daily Audio 'Inflation (data) is coming'
The US government has announced that, regardless of the government shutdown, the September consumer price inflation data will be coming out (probably late). This is legally required, to enable the cost of living calculation that raises social security payments—huge swathes of US ... Show More
2m 41s
Nov 2020
ESG: Anchoring Returns for Alternatives
Anurag Agarwal, Head of Portfolio Management, Global Transportation Group, Nicola Rawlinson, Head of Investment Specialists for Macro Strategies, Nick Moller, Investment Specialist, Infrastructure Investments Group and Karen Roberton, Global Head of Consultant Sales, discuss thei ... Show More
35m 53s
May 2019
Why It’s Time to Finally Worry about ESG
Robert Eccles, a visiting professor of management practice at Saïd Business School at the University of Oxford, says that the global investment community's interest in environmental, social, and governance (ESG) issues has finally reached a tipping point. Large asset management f ... Show More
25m 33s
Jun 2022
Investing with Advent International’s Tricia Glynn
Investors are facing one of the most challenging backdrops in recent years amid slowing economic growth, rising inflation, and geopolitical conflicts. In this special series, Exchanges at Goldman Sachs: Great Investors, we speak with the world’s most respected investors about the ... Show More
26m 34s
Feb 2023
Why investors are leaning into alternatives: Apollo’s Marc Rowan
In this episode of Exchanges at Goldman Sachs: Great Investors, Marc Rowan, CEO and co-founder of Apollo Global Management, speaks with Alison Mass, chairman of Goldman Sachs Investment Banking, about leading one of the world’s largest alternative asset managers, the fundamental ... Show More
35m 59s
Sep 2022
Larry Fink at BlackRock: Linking Purpose to Profit
In 2014, Larry Fink started writing letters to the leaders of some of the largest publicly listed companies, urging them to consider the importance of environmental, social, and governance (ESG) issues. Fink is the chairman and CEO of BlackRock, one of the largest asset managemen ... Show More
30m 1s
Nov 2022
Stephan Kessler: What Does the Future Hold for ESG Investing?
Critics of sustainable investing have said that Environmental, Social, and Governance strategies require investors to sacrifice long-term returns, but is this really the case?
----- Transcript -----
Welcome to Thoughts on the Market. I'm Stephan Kessler, Morgan Stanley's Global H ... Show More
3m 29s
Feb 2020
Capital Advisory Group Part IV: The Future of ESG Investing
77% of managers said they didn’t know or didn’t think that ESG provided any alpha opportunities, according to a recent client study on ESG by the Capital Advisory Group.
In this podcast episode, Kumar Panja, head of J.P. Morgan’s EMEA Capital Advisory Group discusses application ... Show More
14m 57s