

Saturna Capital Parses the Messy Energy Transition
Aug 21, 2024
Elizabeth Alm and Levi Stewart Zurbrugg from Saturna Capital dive deep into the complexities of the energy transition. They discuss how ESG factors vary in equities versus credits, and why the transition might be messier than anticipated. Key points include overlooked bond impacts and innovative risk management strategies in green investments. They also tackle criticisms of ESG investing, emphasizing the need for nuanced understanding amidst rapidly changing regulations. Get insights into how holistic approaches can identify quality investments in today's climate-driven market.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Navigating ESG in Investment Strategies
02:25 • 11min
Navigating Risks and Exclusions in Green Investments
12:57 • 2min
Navigating ESG Challenges in Supply Chains
14:55 • 3min
Navigating the Energy Transition Landscape
17:40 • 17min
Navigating the Pushback Against ESG Investing
34:55 • 5min