This week we are joined by Natalie Kenway, Head of ESG Insight at ESG Clarity. We talked about Natalie's insights from attending COP26 and how the investment community can play its part in addressing the climate crisis and ensure a just transition.
The second part of the conversation with Oliver Hurrey, founder of Galvanised. Our conversation broadened from last week's COP26 topic to cover what ESG looks like from a corporate perspective.
We are joined in this episode by Oliver Hurrey, founder of Galvanised and attendee at COP26. For the past 15 years, Oliver has been working with businesses to translate sustainability into metrics, investment cases, risk management and innovation. He has worked with large consumer brands, retailers as well as firms in the pharma and chemical space.
He brings us insights from COP26, including some interesting comments regarding Greenwashing - and how the term is fast becoming outdated.
In this episode we are joined by Mayar analyst Jack Winchester as he outlines the themes and trends of this quarter's earnings season
This episode features highlights of a webinar hosted by Allocator.com. Value is Dead Long Live Value looks at the apparent underperformance of value v growth, examines some of the drivers of that and suggests how investors might adapt to a changing economy.
With the increased focus on ESG and its principles embedded into the culture of Mayar Capital, why is Aziz reluctant to use the label, preferring Responsible as a better alternative?
This episode looks at the phrase that seems to be the hardest for the investment community to say. 'I don't know'. We take a quick look at why that is and how accepting what you don't know could lead to better decision making.
Is value investing coming back? For some of us it was never gone. Aziz talks about a different way of viewing the concept of value investing.
The Mayar Talks podcasts returns after a summer break with a new series. In this episode we talk to Aziz Alnaim about founding the Firm that would eventually become Mayar Capital. Aziz reflects on the different skill sets required to be both a business owner and an investor.
This edition features the Mayar Capital Q&A from April 27th 2021. We received an eclectic collection of questions this quarter, covering everything from equities, crypto and Non Fungible Tokens.
This edition of Mayar Talks features the full audio from Mayar Capital's Quarterly Q&A from January 25th 2021. The call covers the implications of Joe Biden's presidential win for tackling climate change and the possible regulatory impact on the tech giants. We also discuss stock valuations in the US, Europe and beyond.
Mayar Talks: Conversations About Responsible Investing Episode 1 - Quarterly Q&A 27th Oct 2020
Mayar Capital held its Q&A session with clients on the 27th October 2020.
In this discussion, two topics dominated. The Global Pandemic and the US Presidential Elections.
NB. This was recorded before the results of the election were known and before the approval of COVID-19 vaccines.
Welcome to Mayar Talks: Conversations About Responsible Investing.
Hosted by Marc Cox, Head of Investor Relations and Aziz Alnaim, Managing Director and Lead Portfolio Manager of Mayar’s Responsible Global Equity Strategy.
In this new podcast series, we will take a look at the craft of responsible investing. What does it mean, how to build a responsible investment portfolio and how can investors benefit from this approach.
We’ll cover some of the more thematic topics, dealing with Environmental Social and Governance investing (ESG) as well as the pressing market issues of the day.
The first episode recaps the questions from our clients in our most recent quarterly Q&A which focussed on two hot topics of 2020. The Global Pandemic and the US Presidential Election.