Phineas Glover: the evolution of ESG research, and the sustainable competitive advantage

Good Future

My guest today is Phineas Glover. He’s head of ESG Equity Research for Asia Pacific, at Credit Suisse. He’s a leading source of up to date information on the environmental and social issues that are having material financial impacts on companies. It’s no longer just about earnings, or profit margins; the world’s biggest investors are now playing close attention to issues and themes beyond just the financials. I really enjoyed this one, Phineas explained what it is a sell-side research analyst actually does, and then we got into weeds about whether the term ESG has lost its meaning, and how we can better assess the long-term prospects and impacts of publicly listed companies. We went deep into the financial models, but also the philosophy of sustainability, and I hope you enjoy it as much as I do. All the show notes are on my website at www.johntreadgold.com Enjoy