What Impact Investing Means for Stock Valuations

The video discusses ESG and impact investing, highlighting the importance of achieving market rate returns alongside social and environmental value. It addresses the challenge of belief versus proof in ESG investments and the role of AI in enhancing investment decisions. The video also explores current investment opportunities in renewable energy, public transport, and green buildings, emphasizing the significance of money flows in shifting investor belief.

What are some of the limitations of current methodologies in assessing company performance in ESG?

In what ways can public transport infrastructure contribute to decarbonizing portfolios?