Energy: Where ESG Impact Falls Short with Will Thomson of Massif Capital
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 29 October 2020
⏱️ 54 minutes
🧾️ Download transcript
Summary
Will Thomson returns to the show to discuss Massif Capital’s recent paper on how ESG funds are failing to invest in the resources and companies necessary to drive a clean energy transition. We also discuss potential investment opportunities in some of these underappreciated areas. Sectors discussed include: lithium, copper, rare earth metals, electric utilities, SPACs, and more.
Stocks Mentioned: VWDRY, RWEOY, NEE, TRQ, LAC, FVAC, TSLA, TSX:IVN
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Transcript
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| 0:00.0 | Welcome to Industry Focus. The Podcast that dives into a different sector of the stock market each day. |
| 0:11.0 | I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seidful. I'm Dylan Lewis. And today we're talking financials. Today we're talking consumer goods. |
| 0:19.0 | Wildcar! Wednesday. And we're talking energy. And today we're talking tech. Let's dive in. |
| 0:27.4 | Welcome to Industry Focus. I'm Nick Saipel. This week I'm excited to welcome |
| 0:30.5 | Will Thompson of Massive Capital back to the podcast. |
| 0:33.6 | Last time we took a look at the coming global energy transition and |
| 0:37.0 | where potential may lie within that. |
| 0:39.8 | This time around we'll be discussing how ESG strategies may be starving capital from the |
| 0:43.7 | industries that are most critical to leading that transition. Will thanks again for |
| 0:47.9 | joining me. Thanks for having me Nick. Great to have you back on as I said in the intro we're going to be talking about |
| 0:54.0 | ESG investing today. I pulled a couple of numbers just to frame the |
| 0:58.0 | conversation off the bat as at the end of second quarter 2020 according to |
| 1:01.4 | Morningstar 534 index funds are focused on sustainability, |
| 1:05.7 | overseeing a combined $250 billion in the US. That's quadrupled in the past three years, |
| 1:11.6 | the investment in these types of funds. |
| 1:13.6 | Morgan Stanley said earlier this year that ESG will quote define the next decade of investing. |
| 1:19.1 | Will you just wrote a paper entitled Failure to Impact our ESG funds delivering on investors ambitions. |
| 1:26.0 | Where do you think ESG funds are coming up short today? |
| 1:28.0 | Well, Nick, there are quite a few places in our opinion at least. |
| 1:34.5 | So the paper which will make available to your listeners |
| 1:39.4 | specifically focuses on sort of what ESG ETS are doing in regards to accomplishing investors goals as they |
| 1:49.0 | relate to climate change in the environment. |
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