ReSolve Riffs with Jon Aikman of ReSolution Investments on ESG and Inflation Hedging in Private Credit

This week we had the pleasure of hosting our friend Jon Aikman, President and CIO of ReSolution Investments, for a broad conversation on the three-lettered acronym that has taken the investment world by storm in the last few years: ESG – Environmental, Social and Governance. We covered:

• How a background in law, banking and academia developed into a passion for impact investing
• While the environment has drawn most of the attention, we shouldn’t overlook the social and governance agenda
• Untangling definitions and acronyms
• Anti-carbon policies running ahead of replacement technology
• Oil isn’t going away any time soon – think carbon sequestration
• Environmental goals at odds with shareholder value maximization
• One man’s waste is another man’s biofuel
• Investors’ time horizons are often too short to take long-term externalities into account
• Any time people make investment decisions for non-economic reasons, opportunities arise
• How dislocations impose ripe opportunities for active management
• Green washing, opportunism and gaming the system
• Incorporating inflation hedging within an ESG framework
• The temporal question – developed nations evolved and polluted, emerging markets want the right to do the same
• The tough economic decisions governments, companies and individuals are likely to face in the coming years

 

Thank you for watching and listening. See you next week.

 

This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management.

 

*ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.