Finding ESG Momentum

Figuring out which companies will profit from ESG is all the rage, and my guest, Jacob Gemmel, has a promising approach: start with a fundamental Quality assessment of stocks and disqualify any company that does not have forward motion on improving ESG from both an operational and product perspective. Join me in learning how Swedbank Robur invests for the long term and turns upward ESG momentum into long-term outperformance.Related links mentioned in the episode:SwedbankRoburJacob GemmelUN Sustainable Development GoalsBriant Matthews LinkedInBriant Matthews BookBriant Matthews ResearchMorgan Housel LinkedInMorgan Housel blogMorgan Housel bookMichael Mauboussin LinkedInMichael Mauboussin Website

Om Podcasten

The podcast for the adaptable investor. Investigating the financial markets through the eyes of a (somewhat) recovered physicist who started Wall Street's first cloud-based financial technology firm. Expect more psychology than physics, more behavioral economics than traditional economics, and more art than engineering. If you're ready to question some of your pre-conceived notions, explore the inner working of investing and hear how professionals think about markets, come join me on this not-so-random walk down Wall Street…