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Investment Uncut
Lane Clark & Peacock
197 episodes
2 days ago
Climate change has been an increasingly hot topic (pun intended) in recent years, yet its direction isn’t always clear. Different world leaders take different stances and at times there is an unclear balance between the actions of governments, regulators and investor groups. Chris Dodwell, Head of Policy and Advocacy at Impax Asset Management, helps us understand what to expect from COP30*, but more importantly how we can expect real world change to play out, and who plays the most critical role in this fight. He gives us reasons for optimism, highlights key innovations and explains why tackling climate change naturally aligns with broader business planning. *COP30 is the 30th annual climate conference (“Conference of the Parties”), where world leaders get together to discuss ambitions, commitments and plans to tackle climate change in the future.
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Business
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All content for Investment Uncut is the property of Lane Clark & Peacock and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Climate change has been an increasingly hot topic (pun intended) in recent years, yet its direction isn’t always clear. Different world leaders take different stances and at times there is an unclear balance between the actions of governments, regulators and investor groups. Chris Dodwell, Head of Policy and Advocacy at Impax Asset Management, helps us understand what to expect from COP30*, but more importantly how we can expect real world change to play out, and who plays the most critical role in this fight. He gives us reasons for optimism, highlights key innovations and explains why tackling climate change naturally aligns with broader business planning. *COP30 is the 30th annual climate conference (“Conference of the Parties”), where world leaders get together to discuss ambitions, commitments and plans to tackle climate change in the future.
Show more...
Business
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S6 Ep.21: Alison Savas: From Alphabet to AI - how do you actually pick what to invest in?
Investment Uncut
38 minutes 1 second
5 months ago
S6 Ep.21: Alison Savas: From Alphabet to AI - how do you actually pick what to invest in?
If you’re trying to outperform the market, how do you actually decide where to invest? And what about areas like AI where the future is highly uncertain? And there’s risks too – how do you ensure you’re paying a fair price given the risks you’re exposed to? To answer these questions, we step into the mind of an equity manager. We’re talking to Alison Savas, Investment Director at Antipodes, to understand the steps they go through when deciding whether to buy, hold or sell a stock like Alphabet. For our Views from the Boardroom section, Jacob Shah and Peter Abrahams give a preview on a long-running debate they’ve been having: should investors go underweight to the US? Tune in and decide where you stand.
Investment Uncut
Climate change has been an increasingly hot topic (pun intended) in recent years, yet its direction isn’t always clear. Different world leaders take different stances and at times there is an unclear balance between the actions of governments, regulators and investor groups. Chris Dodwell, Head of Policy and Advocacy at Impax Asset Management, helps us understand what to expect from COP30*, but more importantly how we can expect real world change to play out, and who plays the most critical role in this fight. He gives us reasons for optimism, highlights key innovations and explains why tackling climate change naturally aligns with broader business planning. *COP30 is the 30th annual climate conference (“Conference of the Parties”), where world leaders get together to discuss ambitions, commitments and plans to tackle climate change in the future.