Being comfortable with uncomfortable truths

27 May, 2022

In today’s Exponential Investor

  • Some uncomfortable truths
  • Behind the ESG label
  • Shareholder? Speak up!

In this week’s Exponential Investor podcast, Sam Volkering and I sit down to discuss some uncomfortable truths.

Whether we like it or not, the market doesn’t care about our feelings. This was highlighted earlier in the week when the share price of weapon manufactures increased in the aftermath of the US school shooting.

Just because ESG (environmental, social and governance) is the latest investor buzzword, it doesn’t mean that all companies fall under that banner. And more importantly, simply whacking ESG on some corporate documents also risks glossing over some of the uglier truths about their business.

From here, Sam and I ask ourselves the tough questions on what this means for investors. In particular, we provide a reminder that as a shareholder, you have a right to vote in how a company operates, and you can tell them what is important to you as an investor.

Watch the latest Exponential Investor podcast below.

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Until next time,

Shae Russell
Co-editor, Exponential Investor

PS I strongly recommend that you tune in to Southbank Investment Research’s upcoming webinar, where our top precious metals experts Eoin Treacy and Nick Hubble explore just how bullish the gold outlook has become amidst stagflation, energy and food shocks, sterling weakness… and a host of other factors which, while negative for stock and bond markets, could be hugely supportive for gold and gold miners alike. 

The event will take place online at 4pm, and you can register here for free.