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Opportunities for Value Investing, China's Digital Currency, & the Pivot to Asia | James Aitken
Hidden Forces
E S G Investing Solves Nothing
Dmitri Vatanka: I wonder if we're actually going to have a pretty severe impact on oil supply over the next few years. The best run energy companies around the world may turn out to be a most satisfactory store of value, he says. If the global economy continues to muddle through, that may well serve to underpin oil prices at a higher level,. which incentivizes capital management from these companies. And the final point, which i haven't mentioned, is the obvious one. E s g investing solves nothing - it's virtu signalling. But there's an op unity to buy a stake in businesses that have been around for a long, long time and are tightly managed
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