Market Narratives

In episode 105, Alex Proimos speaks with Andrew Parry, head of sustainable investment at Newton Investment Management.

This episode begins by delving into the role and impact of activism versus the power of market forces of capitalism. We discuss how incentives and disincentives can be used to change corporate behaviour. We also challenge that narrative that being ESG friendly is sufficient for outperformance and whether a passive allocation is an abdication of fiduciary duty. Finally, we touch on capturing the benefits from the economic transition to net zero.

Show Notes

All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.

What is Market Narratives?

Market Narratives is a podcast series hosted by Investment Magazine that features unorthodox conversations with thought leaders influencing the world of fiduciary investors.

Investment Magazine is the leading publication for Australia's $3 trillion superannuation industry. It provides trusted news, analysis and editorial on the issues impacting superannuation funds, such as regulation, asset allocation, portfolio construction, governance, as they strive to secure better retirement outcomes for their members.