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The Green Investor
The Green Investor

The Green Investor

Green Investing is one of the fastest growing sectors of the capital markets, yet it’s still one of the most misunderstood. Investors want their money to align with their social and environmental values, but finding a path through the thicket of products, companies, industries and ratings is trickier than ever. The Green Investor, powered by Investopedia, will explore the present and future frontiers of ESG, SRI and Impact investing, and the companies and leaders who are shaping the landscape. Hosted by Investopedia Editor-in-Chief Caleb Silver, The Green Investor will feature interviews with the most influential executives, academics, investors, and policy makers in ESG. Listeners will learn how to invest with environmental and sustainable frameworks, trends to watch as the industry grows, and resources to help them on their green investing journey.

Available Episodes 10

How do developed countries deploy trillions of dollars in government money toward more sustainable infrastructure projects, and what's holding them back? Chris Lewis, the head of the Global Infrastructure team at EY joins the show to talk about which countries are doing it right, which industries have the most wind and money at their backs, and what governments need to do in order to accelerate progress. Plus, Big Money is putting big money to work in ESG funds and ETFs despite the backlash against the theme. We'll name names, and follow the money.


LINKS FOR SHOW NOTES

www.morganstanley.com/im/en-gb/intermediary-investor/investment-ideas/calvert.html

www.iea.org/comme...n-2022

www.cdp.net/en/companies/companies-scores

www.netzeroassetmanagers.org/signatories/

shareaction.org/

https://mn.gov/commerce/news/?id=17-563384

www.flgov.com/2023/...ments/

justcapital.com/

www.ey.com/en_gl/people/chris-c-lewis

www.shell.com/investors/news-and-filings/sec-filings.html

2022 brought historic agreements from the COP summits, the passage of a climate bill in the U.S., and a global spike in emissions. We break down the year that was. Plus, tighter regulations, stricter standards, the transition to renewables, adaptation and relentless climate disasters are just some of the main themes facing countries, companies and investors in 2003. Meggin Thwing Eastman of MSCI rejoins the show to share her team's ESG and Climate Trends to Watch for 2023 report.


LINKS FOR SHOW NOTES

www.cbd.int/doc/c/e6d3/cd1d/daf663719a03902a9b116c34/cop-15-l-25-en.pdf

https://calmatters.org/environment/2022/08/electric-cars-california-to-phase-out-gas-cars/

https://ec.europa.eu/commission/presscorner/detail/en/qanda_21_3661

https://www.ipcc.ch/report/sixth-assessment-report-working-group-3/

www.iea.org/articles/global-energy-review-co2-emissions-in-2020

https://www.msci.com/research-and-insights/2023-esg-climate-trends-to-watch

https://www.msci.com/www/blog-posts/six-esg-and-climate-trends-to/03547161547

https://climateactiontracker.org/publications/massive-gas-expansion-risks-overtaking-positive-climate-policies/

https://time.com/6157915/daylight-saving-time-history/

At the latest Conference of the Parties held in Egypt, a historic agreement on "Loss and Damage" was reached, paving the way for poorer countries impacted by climate change to receive billions of dollars of support from wealthier nations. Still, the details on the agreement are scarce, and there were many unanswered questions. Alice Hill from the Council on Foreign Relations attended COP27, and joins the show to tell us what key issues went unaddressed, and what needs to be done now to reduce global warming.


LINKS FOR SHOW NOTES

https://www.cfr.org/expert/alice-c-hill

https://unfccc.int/cop27

https://www.globalmethanepledge.org/

https://climate.copernicus.eu/news

https://www.epa.gov/newsreleases/epa-releases-2021-data-collected-under-greenhouse-gas-reporting-program

https://www.toyota.com/upcoming-vehicles/prius/

https://greenfdc.org/debt-for-nature-swaps-in-the-belt-and-road-initiative-bri/

www.gdrc.org/doyourbit/21_11-fisheries-day.html

Hurricane Ian ravaged Florida, leaving dozens of fatalities and upwards of $60 billion in economic losses in its wake. It also left a lot of home and business owners with steep losses given the lack of available flood and disaster insurance in the state. Brian Schneider of Fitch Ratings joins the show to talk about Florida's precarious insurance situation, the role of reinsurance in natural disasters and the likelihood of rising rates for customers in the era of climate change. Plus, The Clean Water Act goes back to The Supreme Court as an Idaho couple and several powerful lobbies try to take down the 50-year old law.


LINKS FOR SHOW NOTES

https://home.kpmg/xx/en/home/media/press-releases/2022/09/global-ceo-short-recession-optimistic-global-economy-over-3-years.html

https://www.federalreserve.gov/newsevents/pressreleases/other20220929a.htm

https://experience.arcgis.com/experience/512cef7647fe42698dc05dd4e75d4343

https://www.fitchratings.com/research/us-public-finance/us-public-finance-credits-largely-able-to-withstand-hurricane-ian-effects-03-10-2022

https://www.epa.gov/laws-regulations/summary-clean-water-act#:~:text=(1972),quality%20standards%20for%20surface%20waters

www.scotusblog.com/case-files/cases/sackett-v-environmental-protection-agency/

www.icmagroup.org/asset...0-1711

https://www.worldanimalday.org.uk/

Live from Investor Connection, the first-ever partnership between Investopedia and Morningstar, a conversation on the state of ESG today, hosted by Leslie Norton,  Morningstar’s Editorial Director for Sustainability, featuring Jon Hale, Morningstar’s Director of Sustainability Research, Carol Liable, the CEO of Domini Impact Investments, and me. Plus, The Clean Air Act turns 52 this week.


LINKS FOR SHOW NOTES

https://registration.socio.events/e/investorconnection/promo-codes/CONNECT

https://www.epa.gov/clean-air-act-overview

https://www.morningstar.com/try/esg-data

https://domini.com/

https://www.morningstar.com/authors/2493/leslie-norton

https://www.morningstar.com/authors/1855/jon-hale

Carbon Capture Utilization and Storage has been touted as one of the great hopes for reducing global greenhouse emissions, tens of billions of dollars are behind hundreds of projects around the world, with more on the way. But critics, like Carroll Muffett, President and CEO of the Center for International Environmental Law, say CCUS is not effective or even necessary.Plus, energy emergencies in Europe and California are calling for costly and dramatic measures.


LINKS FOR SHOW NOTES:


https://governor.hawaii.gov/main/as-coal-plant-closes-major-solar-farm-comes-online/

https://www.eatneutral.com/about-us

https://www.ciel.org/

https://www.ciel.org/reports/carbon-capture-is-not-a-climate-solution/

https://www.state.gov/establishing-an-ambassador-at-large-for-the-arctic-region/

https://oceanservice.noaa.gov/facts/eez.html

Tariq Fancy, the former Chief Investment Officer of Sustainable Investing for Blackrock, joins the show to explain why he left the industry and penned a four-part essay decrying it as a marketing fraud that preys upon investors' intentions without delivering impact. Plus, money has been flowing back into renewable energy stocks and ETFs amid the passage of the Inflation Reduction Act of 2022. We track the flows and watch the temperatures as extreme heat is producing dangerous consequences around the world.


LINKS FOR SHOW NOTES:

https://www.usbr.gov/

https://firststreet.org/research-lab/published-research/article-highlights-from-hazardous-heat/

https://cas.wsu.edu/news/2022/08/13/dry-lightning-sparks-some-of-the-most-destructive-costly-wildfires/

https://medium.com/@sosofancy/the-secret-diary-of-a-sustainable-investor-part-1-70b6987fa139

https://impaxam.com/pax-world-funds/

https://www.govinfo.gov/app/details/USCODE-2011-title26/USCODE-2011-title26-subtitleA-chap1-subchapA-partIV-subpartA-sec25D

The Inflation Reduction Act of 2022 includes up to $370 billion in spending towards green technologies and industries aimed at reversing climate change, and the creation of a national Green Bank. That could ignite a boom in the green banking industry that has been around for over a decade, but has yet to go mainstream. Reed Hundt, the co-founder and CEO of the Coalition for Green Capital, and former chair of the FCC, joins the show to unpack the opportunity for green banks if the bill passes.


LINKS FOR SHOW NOTES

www.democrats.senate.gov/imo/media/doc/inflation_reduction_act_one_page_summary.pdf

https://www.munichre.com/topics-online/en/climate-change-and-natural-disasters.html#continueReading

www.iea.org/news/global-coal-demand-is-set-to-return-to-its-all-time-high-in-2022

https://sustainability.aboutamazon.com/2021-sustainability-report.pdf

https://coalitionforgreencapital.com/team-member/reed-hundt/

https://s10294.pcdn.co/wp-content/uploads/2019/10/SB535.pdf

www.fgr.co.uk/

Perth Tolle, founder of the Life and Liberty Indexes, joins the show to talk about the connection between freedom and investing, and why it's more important now, than ever. Plus, the planet is baking with extreme temperatures in Asia, Europe and the U.S. threatening millions of lives and driving utility prices even higher. What, if anything, can political leaders do about it, and why their choices could compromise renewable energy adoption.


LINKS FOR SHOW NOTES

https://www.fema.gov/disaster/stafford-act

https://www.ercot.com/

https://www.climatepolicyinitiative.org/

https://www.lifeandlibertyindexes.com/

https://www.sec.gov/Archives/edgar/data/1742912/000138713122007629/tidal-485apos_071222.htm

The U.S. Supreme Court's recent ruling that limits the EPA's oversight of power plant greenhouse gas emissions, prompted more questions than answers. Carrie Jenks, Executive Director of Harvard Law School's Energy and Environmental Law Program, joins the show with some answers and what this means for the future of power plant emissions regulations. Plus, Europe lays down a framework to eliminate carbon emissions from new cars and vans by the year 2035, but high prices and regulations around lithium and cobalt could make that challenging.


LINKS FOR SHOW NOTES

https://www.supremecourt.gov/opinions/21pdf/20-1530_n758.pdf

www.ecb.europa.eu/press/pr/date/2022/html/ecb.pr220704~4f48a72462.en.html

https://www.bp.com/en/global/corporate/energy-economics/statistical-review-of-world-energy.html

https://www.microsoft.com/en-us/research/collaboration/microsoft-climate-research-initiative/

https://carbonmonitor.org/

https://agupubs.onlinelibrary.wiley.com/toc/23284277/2022/10/7