Garvin Jabusch, Co-Founder and CIO of Green Alpha Advisors, discusses ESG investing, the impact of climate change on the economy, the potential of hydrogen as an alternative to traditional engines, challenges of battery production for ESG investing, and the transformative impact of artificial intelligence and biotech on healthcare.
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Quick takeaways
ExxonMobil is exploring carbon capture and clean energy solutions that can benefit various industries.
Green Alpha Advisors prioritizes companies addressing global risks and offering sustainability, justice, and gender equality solutions in the 'next economy'.
Deep dives
ExxonMobil's Solutions for Reducing Carbon Emissions
ExxonMobil is working on solutions to reduce carbon emissions, such as carbon capture and clean energy from hydrogen. They believe these solutions could benefit industries like manufacturing, commercial transportation, and power generation by providing low emissions options.
The Increasing Scrutiny of ESG Investing
The establishment financial community, including BlackRock and State Street, have faced political backlash and investor scrutiny, leading to the abandonment of sustainable funds in the US. Additionally, UK Prime Minister Rishi Sunak has rolled back some of the country's climate strategies. Meanwhile, the EU is accelerating its push to become a climate-neutral continent.
Investing in the Next Economy
Garvin J. Bush, co-founder and CIO of Green Alpha Advisors, discusses their investment philosophy focused on the 'next economy'. Instead of traditional ESG investing, they prioritize companies that address global system-level risks and offer solutions for sustainability, justice, and gender equality. Bush highlights renewable energy, biotech, and AI as key sectors in the next economy.