BNP Paribas AM's Lewis on Environment, Social, Governance Investing

The transcript discusses the integration of ESG (Environmental, Social, and Governance) factors into investment processes, highlighting the benefits of ESG for investors, such as better risk-adjusted returns and lower carbon footprints. It compares the efficiency of renewable energy versus oil, emphasizing the shift towards electric vehicles. The future of the oil and auto industries is explored, noting the divergence in their expectations. The transcript also covers global emission targets and the potential for peak oil, stressing the importance of sustainability in investment strategies.

How does the current economic analysis suggest renewable energy compares to oil?

What challenges do cities face in reducing air pollution from fossil fuels?

What are the expected changes in oil demand due to the rise of electric vehicles?

In what ways can investors benefit from focusing on sustainability?