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Rich Pickings: No easy answers - the ESG questions raised by the Russia-Ukraine war
Manage episode 328154650 series 2311322
From the energy transition to withdrawing from Russian assets, the conflict in Ukraine has put environmental, social and governance issues in the spotlight for businesses and investors. Carsten Roemheld is joined by Portfolio Manager Caroline Shaw, and Portfolio Manager and Director of Equities for the Emerging Markets team Punam Sharma to discuss how companies can navigate these challenges, and the implications for asset allocation.
With additional contributions from Fidelity's Global Chief Investment Officer Andrew McCaffery, and analysts Ben Eaton and Calum Emslie.
See omnystudio.com/listener for privacy information.
109 episodes
Manage episode 328154650 series 2311322
From the energy transition to withdrawing from Russian assets, the conflict in Ukraine has put environmental, social and governance issues in the spotlight for businesses and investors. Carsten Roemheld is joined by Portfolio Manager Caroline Shaw, and Portfolio Manager and Director of Equities for the Emerging Markets team Punam Sharma to discuss how companies can navigate these challenges, and the implications for asset allocation.
With additional contributions from Fidelity's Global Chief Investment Officer Andrew McCaffery, and analysts Ben Eaton and Calum Emslie.
See omnystudio.com/listener for privacy information.
109 episodes
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