Hi [[ session.user.profile.firstName ]]

Investment brief: ESG in a time of crisis

As we continue to see growing inflows for ESG investors, it might have been a surprise to many that during the COVID-19 pandemic ESG ratings did not appear to provide the risk mitigation benefits investors had hoped for. We explore the possible reasons behind this and how, despite the ESG ratings, active analysis of intangible assets can provide additional benefits to investors.
Recorded Aug 19 2021 8 mins
Your place is confirmed,
we'll send you email reminders
Presented by
RBC Global Asset Management (UK) Limited
Presentation preview: Investment brief: ESG in a time of crisis

Network with like-minded attendees

  • [[ session.user.profile.displayName ]]
    Add a photo
    • [[ session.user.profile.displayName ]]
    • [[ session.user.profile.jobTitle ]]
    • [[ session.user.profile.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(session.user.profile) ]]
  • [[ card.displayName ]]
    • [[ card.displayName ]]
    • [[ card.jobTitle ]]
    • [[ card.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(card) ]]
  • Channel
  • Channel profile
  • Climate change: Implications for institutional investors Oct 27 2021 3:00 pm UTC 45 mins
    Andrew Sweeney, Maia Becker, Aeisha Mastagni, Ben Yeoh
    Session 2: Be part of the conversation as we take a closer look into the 2021 Responsible Investment survey results surrounding climate change and the institutional response to related investment policies.
  • Responsible Investment Survey: Key themes revealed Recorded: Oct 14 2021 48 mins
    Doug Guzman, Andrew Sweeney, Melanie Adams, Cary Krosinsky, My-Linh Ngo
    Session 1: Join us as we discuss the key themes revealed in the global 2021 Responsible Investment survey and their implications for institutional investors.
  • The successful search within EM Value. Health & wellness Recorded: Oct 5 2021 11 mins
    RBC Global Asset Management (UK) Limited
    EM countries currently spend around 6% of their GDP on healthcare, compared to 15% for developed countries. As demographics shift to an aging population who are growing wealthier, we expect the GDP spend to increase and this theme to expand.
    The strategy owns the world’s second-largest bicycle manufacturer. Cycling became a popular- and non-polluting - mode of transport during the pandemic. The team sees value in this Taiwanese company, whose strong value chain has resulted in a dominant global brand which competitors will find hard to rival.
  • The successful search within EM Value. Green infrastructure Recorded: Sep 7 2021 13 mins
    RBC Global Asset Management (UK) Limited
    Laurence Bensafi discusses China's largest manufacturer of integrated Hydrogen and explores why the team considers this company as ‘undiscovered’ and suitable Value opportunity.
  • Investment brief: ESG in a time of crisis Recorded: Aug 19 2021 8 mins
    RBC Global Asset Management (UK) Limited
    As we continue to see growing inflows for ESG investors, it might have been a surprise to many that during the COVID-19 pandemic ESG ratings did not appear to provide the risk mitigation benefits investors had hoped for. We explore the possible reasons behind this and how, despite the ESG ratings, active analysis of intangible assets can provide additional benefits to investors.
  • The future of emerging markets: Green Infrastructure Recorded: Jun 17 2021 9 mins
    RBC Global Asset Management (UK) Limited
    In this short video Portfolio Manager, Zeena Dahdaleh, RBC Emerging Markets Equity, will discuss the key factors which we believe will drive the Green Infrastructure theme and the best ways to benefit from them.
  • Circular economy and sustainable resource consumption Recorded: Jun 8 2021 59 mins
    RBC Global Asset Management (UK) Limited & BlueBay Asset Management LLP
    A circular economy is a systemic approach to economic development designed to benefit businesses, society, and the environment. In contrast to the 'take-make-waste' linear model, a circular economy is regenerative by design and aims to gradually separate growth from the consumption of finite resources. UN SDG 12 is: ensure sustainable consumption and production patterns. Sustainable resource consumption is about doing more, and better, with less and minimising the use of natural resources. It is also about separating economic growth from environmental degradation, increasing resource efficiency, and promoting sustainable lifestyles.
    In this live panel discussion we will be joined by Gerald Naber, Programme Manager of New Plastics Economy at the Ellen MacArthur Foundation, Tytti Kaasinen, Sustainalytics’ Director of Engagement Services, Ben Yeoh, Senior Portfolio Manager for RBC Global Equity and My-Linh Ngo, Head of ESG Investment at BlueBay Asset Management. Our panel will discuss how they look at circular economy and sustainable resource consumption when analysing a company, or engaging with it.
  • Investment brief: Fintech. Recorded: May 20 2021 14 mins
    RBC Global Asset Management (UK) Limited
    The strategies run by our RBC Global Equity team are focused on returns driven by bottom-up fundamental stock-picking and calculated stock-specific risk. In this 10-minute video, team members Julie Thomas and Emily Pilsworth join Jeremy Richardson to discuss fintech and how it fits with the development of the banking industry. They will also touch on the risks associated with fintech and whether or not it should be seen as an opportunity or a threat.
  • Managing accounting risk in Asia as stock pickers Recorded: Apr 26 2021 20 mins
    RBC Global Asset Management (Asia) Limited
    Our Asian Equity team is fortunate to interact with - and invest in - some fantastic companies in the region. These have strong management teams that can take advantage of multi-year structural growth opportunities in a region that boasts a growing and aspirational consumer class. Whilst the region continues to lag other developed markets in terms of ESG awareness and commitments, the team feels that change is being effected and things are moving in the right direction.
    The team works hard to ensure the risks - from an ESG perspective - of every investment it makes are researched in a disciplined manner and properly understood as this will help to generate alpha over the longer term.
    In this short video Derek Au and David Soh, Portfolio Managers, RBC Asian Equity, will discuss the misconceptions surrounding fraud and accounting risk with a particular focus on Asian equity markets, a topic that is covered in the recently-released RBC Asian Equity Annual ESG Report for 2021.
  • The future of emerging markets: A connected revolution Recorded: Apr 8 2021 11 mins
    RBC Global Asset Management (UK) Limited
    Throughout history, technological breakthroughs have brought dramatic shifts in society. Today, we’re in the midst of a new “connected revolution” which can be defined as the coming together of various digital technologies that are blurring the lines between our physical and virtual realities. The COVID-19 pandemic has further accelerated the pace of technological adoption, and highlighted its influence on all aspects of our daily lives. How does this affect the sustainability and ESG aspects of the technology industry?
    In this short video Ashna Yarashi-Shah, Portfolio Manager, and Dijana Jelic, Product Specialist, RBC Emerging Markets Equity, will discuss the impact of technology on labour markets and the relationship between technology and the environment.
  • What can investors do to manage the opportunities and risks of inflation? Recorded: Mar 30 2021 37 mins
    RBC Global Asset Management (UK) Limited
    The outlook for inflation has become a hot topic right now. Inflation is a key driver for markets and has caused substantial volatility recently. Will there be a shift to a new inflationary regime? If so, how will this affect different asset classes, businesses and equity valuations?
    In this live webinar David Riley, Chief Investment Strategist at BlueBay Asset Management LLP, will provide an outlook for inflation and an overview of the recent developments in the bond market before moderating a discussion between Dominic Wallington, Head of European Equity, and Jeremy Richardson, Senior Portfolio Manager, Global Equity, RBC Global Asset Management (UK) Limited.
  • Investment brief: Social media Recorded: Mar 11 2021 11 mins
    RBC Global Asset Management (UK) Limited
    The strategies run by our Global Equity team are focused on returns driven by bottom-up fundamental stock-picking and calculated stock-specific risk. In this short 10-minute video Senior Portfolio Managers Jeremy Richardson and Luis Benoliel, RBC Global Asset Management (UK) Limited, will discuss the changes occurring in the Social Media industry and their own thoughts on the sustainability of the business models on which social media platforms are based.
    This video is linked to the team’s recently-released insight piece, ‘Social media: social licence to operate or time to licence social operators?’ and will be part of a series. Look out for the next webinar in this series which will be on fintech.
  • Rethinking Value investing in emerging markets Recorded: Feb 11 2021 23 mins
    RBC Global Asset Management (UK) Limited
    Please join Laurence Bensafi, Lead Portfolio Manager, Emerging Markets Value Equity, in conversation with Dijana Jelic, Product Specialist, RBC Global Asset Management (UK) Limited, as they discuss their recently-published report: Rethinking Value investing in emerging markets.

    In this short webinar, Laurence and Dijana will talk about the current investment landscape for Value stocks, explain the reasons for the style’s underperformance in recent years, and highlight the factors that could potentially drive a future style reversal.
  • BOOK CLUB. China: Engage! Avoid the New Cold War Recorded: Jan 26 2021 63 mins
    BlueBay Asset Management LLP
    Join Zhenbo Hou, Sovereign Strategist, BlueBay Asset Management LLP in this pre-recorded conversation with Vince Cable as they discuss Vince's new book, China: Engage! Avoid The New Cold War.
  • Headwinds or Tailwinds- RBC 2021 Emerging Markets Outlook Recorded: Jan 19 2021 42 mins
    Polina Kurdyavko, Mihai Florian, Laurence Bensafi and Richard Farrell
    We invite you to join our emerging market credit and equity experts for a live webinar for institutional investors on January 19 at 10am ET. Investment professionals will provide insight into the tailwinds and headwinds shaping our 2021 emerging markets outlook. Topics to be addressed include:

    * Perspectives on the China recovery story; implications for EM

    * Investing against a backdrop of sovereign debt restructurings

    * Finally time for EM local markets to shine?

    * ESG and EM - mutually exclusive or can the two co-exist?




    Moderator:
    Kevin Dockrell
    Institutional Portfolio Manager
    RBC Global Asset Management

    Panelists
    Polina Kurdyavko
    Partner, Head of Emerging Markets Senior Portfolio Manager
    BlueBay Asset Management

    Laurence Bensafi, CFA
    Deputy Head, Emerging Markets Equity
    RBC Global Asset Management

    Mihai Florian
    Senior Portfolio Manager
    BlueBay Asset Management

    Richard Farrell
    Portfolio Manager, Emerging Markets Equity
    RBC Global Asset Management
  • RBC Global Investment Outlook 2021 Recorded: Jan 12 2021 85 mins
    RBC Global Asset Management (UK) Limited
    2020 has shown that forecasting global events is a tough business. During the past 12 months we have witnessed a pandemic, national lockdowns, a still-disputed U.S. election, Brexit trade negotiations, and market commentators trying to ascribe various letters to market behaviour . . .was it V, W or K?
    At RBC Global Asset Management we believe our responsibility is to be the best stewards of our clients’ money and to help them navigate an uncertain future. Our investment teams were able to meet those objectives over the past 12 months and we would like to share our thoughts with you on the year ahead.
    Please join our Chief Economist, Eric Lascelles, RBC Global Asset Management Inc, who will be discussing the market outlook for 2021 with leaders from across our business:
    •Habib Subjally, Head of RBC Global Equity, RBC Global Asset Management (UK) Limited
    •Laurence Bensafi, Deputy Head of Emerging Markets Equity, RBC Global Asset Management (UK) Limited
    •Dominic Wallington, Head of RBC European Equity, RBC Global Asset Management (UK) Limited
    •Mayur Nallamala, Head of RBC Asian Equity, RBC Global Asset Management (Asia) Limited
  • BOOK CLUB. Money: the Unauthorised Biography Recorded: Dec 15 2020 49 mins
    RBC Global Asset Management (UK) Limited
    What is money? Is it tangible, or merely an idea? How does it work?
    Whilst the conventional answer may tell us that it’s just a medium of exchange - be it money in our pocket, sugar to the West Indian farmer, or tobacco to the Virginian planter - the reality is that it is much more than that. Perhaps by thinking more laterally, we can harness its power to deliver stability, freedom and even a more equitable society.
    The RBC Book Club is pleased to welcome Felix Martin, the economist and author of Money: the Unauthorised Biography to will discuss his book and ideas with Dominic Wallington, Head of RBC European Equity. We very much hope that you will be able to join us.
  • U.S. post-election perspectives: How the outcome will effect emerging markets Recorded: Nov 20 2020 49 mins
    Polina Kurdyavko, Laurence Bensafi, Mike Higgins
    In this webinar moderated by Mike Higgins, Vice President & Portfolio Specialist, RBC Global Asset Management Inc., Polina Kurdyavko, Partner, Head of Emerging Market Debt & Senior Portfolio Manager, BlueBay Asset Management and Laurence Bensafi Portfolio Manager & Deputy Head of Emerging Markets Equities, RBC Global Asset Management (UK) Limited will share their perspective on the outcome of the election and what it means for emerging markets.
  • Il futuro dei mercati emergenti: Esiste una bolla tecnologica? Recorded: Nov 12 2020 13 mins
    Andrea Cecchini, Italy di RBC Investor & Treasury Services, with Guido Giammattei, RBC Global Asset Management (UK) Limited
    Il COVID-19 ha avuto un impatto significativo in diversi settori a livello globale. Uno dei principali settori più colpiti è quello tecnologico.
    L’evento sarà focalizzato sull’andamento del settore tecnologico nei mercati emergenti e sarà focalizzato su:
     Un'analisi dei settori tecnologici globali nei mercati emergenti
     Le nuove preoccupazioni per un'altra bolla tecnologica causata dai rendimenti azionari
     La crescente importanza dei dati nel settore tecnologico
  • The future of emerging markets... Recorded: Nov 10 2020 44 mins
    Emerging Markets Equity team, RBC Global Asset Management (UK) Limited
    Summary of our series on the future of emerging markets. This webinar covers the following topics researched by our Emerging Markets Equity team:
    - Domestic consumption
    - Climate change & food production
    - Technology
Live webinars for institutional investors.
Discussion based webinars hosted by RBC portfolio managers from across the UK based strategies.

Embed in website or blog

Successfully added emails: 0
Remove all
  • Title: Investment brief: ESG in a time of crisis
  • Live at: Aug 19 2021 2:05 pm
  • Presented by: RBC Global Asset Management (UK) Limited
  • From:
Your email has been sent.
or close