Is it possible that we're better off without ESG investing? [Remix & Reflect: Alex Edmans X James Lawrence]

Making sense of an inextricable mix of investing concept: ESG, Impact, Sustainable, Green and the political idealogies that surround them

Once a celebrated investment concept amassing over $50 trillion in assets, ESG is now facing criticism and skepticism. George Aliferis reflects on ESG, recalling previous podcast conversations with two experts: Alex Edmans, an academic and author, and James Lawrence, Head of Investment at Smart Pension. If it's end of ESG, is this the beginning of something better?

Newsletter: https://investorama.substack.com/

Podcast with Alex Edmans:

Podcast with James Lawrence:

TIMESTAMPS

00:00 ESG: a $50 trillion investment management success

02:28 The rise of esg

04:33 The end of the rule of metrics (vs. judgement)

08:18 The end of short-term thinking (vs. long-term)

10:10 The end of black and white thinking (vs. nuance)

14:58 The end of ESG