The Ratings Radar Show: so just what should go in an ESG fund?
Should funds banking on clean energy be whiter than white? Or do they need to spread their net wider?The question of how Europe transitions to clean energy sources has never been more pressing. The Russian invasion of Ukraine has shone the spotlight on how and where we source the gas and oil to keep wheels turning and houses warm – not to mention reducing our dependency on the stuff over the longer term to keep the planet from overheating. Which is why Frank Talbot looks this week at fund manager Suzanne Senellart who runs the huge Europe Environmental Equity fund for Mirova, a boutique dedicated to ESG funds. Along with Nisha Long and Angus Foote, we take a deep dive into what should and shouldn’t go into such funds (Tech companies? Mining giants that extract the materials we’ll need to build the green infrastructure?). Piotr Kuszneruk produces the show.And with that, it’s goodbye from us at the Citywire Ratings Radar Show. After two years and 42 editions, we’re calling it a wrap. Thank you so much for listening – we hope you enjoyed it all as much as we did.
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The Ratings Radar Show: what’s happening in tech?
Tech stock prices have collapsed in both public and private markets. What happens next?This latest edition of the Citywire Ratings Radar show has a different flavour.We’ve taken a break from the usual format of four talking heads around a virtual table.Instead, I sat down in the Citywire Studio to talk with Katelyn Donnelly, managing partner at New York VC firm Avalanche on everything from tech stock prices to private market funding and DAOs.
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The Ratings Radar Show: China manager Rebecca Jiang; a top female manager for IWD
There are so many good female fund managers that finding one to focus on for International Women’s Day wasn’t a problem. Amid all the turmoil in Ukraine, It was also International Women’s Day last week when we all sat down for the latest edition of the Citywire Ratings Radar Show. So it was only natural that Nisha Long – one of the industry’s biggest champions of female fund managers - should pick China specialist Rebecca Jiang of JP Morgan to focus on. And her track record is amazing – AAA rated by Citywire ever since she became eligible in 2020 – all with six funds encompassing billions of dollars. Lots to talk about with Frank Talbot, Angus Foote and Richard Lander asking the questions and Alan Walsh looking after the production.
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The Ratings Radar Show: Noel O’Halloran wants to rebuild the world sustainably
Infrastructure is a good asset class to be in right now. It’s defensive and a decent hedge against inflation. And let’s face it, we’re going to need a lot more of it soon to replace our crumbling bridges, power plants and roads.Noel O’Halloran of KBI has a twist on infrastructure investment. As the name implies, the KBI Global Sustainable Infrastructure Fund directs its money in line with the quest for net zero carbon emissions. So he’s more likely to invest in water and green energy companies than oil pipelines. As Frank Talbot tells us, O’Halloran is really good at his job, having held a Citywire AAA fund manager rating for the past 15 months. Nisha Long, Angus Foote and Richard Lander listen in and Alan Walsh produces it all.
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The Ratings Radar Show: Mike Fox – king of ESG investing
The Royal London Asset Management has been walking the walk in ESG for longer than most others – and providing investors with great returns along the way Mike Fox’s credentials as an ESG manager are pretty compelling. Mike has been building ESG into his investment process long before most in the investment industry knew what the initials stood for. ‘Does this company have a benefit to society?’ is the key question he wants answered before he invests. And his Citywire Fund Manager Rating record is stupendous. The Royal London Asset Management manager first got a AAA rating in 2006 and holds one today. Apart from one month, he’s been rated ever since February 2013. And that’s for mandates covering mixed assets and both UK and global equities. Nisha Long runs the rule over what makes him so special. Frank Talbot, Angus Foote, and Richard Lander ask the questions and Alan Walsh produces the show.
South Africa