UBS On-Air: Market Moves Sustainable Investing Perspectives with Dan Roarty (AllianceBernstein) & Amantia Muhedini (UBS CIO)
Feb 21, 2025
Join Amantia Muhedini, a Sustainable & Impact Investing Strategist at UBS, and Dan Roarty, Chief Investment Officer of Sustainable Thematic Equities at AllianceBernstein, as they dive into the evolving landscape of sustainable investing. They unpack the complexities of EU Omnibus regulations and the changing U.S. policies under the Trump administration. The duo highlights the importance of transparency and data-driven decisions, while also exploring the implications of new executive orders on the electric vehicle market and fossil fuel reliance.
AI Snips
Chapters
Transcript
Episode notes
Transparency and Risk
- Better transparency in investments reduces risk by lessening information asymmetry.
- More disclosure from companies is generally beneficial for investors.
Data Quality in Sustainable Investing
- Look for credible investment strategies that go beyond superficial company claims.
- Not all data is good data, so focus on material information.
Materiality in Disclosure
- Materiality is a crucial concept in sustainable investing.
- Focus on disclosures that are truly relevant for investment decisions.