In this episode of The Australian Investors Podcast, your host and analyst Owen Rask speaks with Blair Hannon, Head of Investment Strategy at Global X ETFs about all things decarbonisation, investing in copper and carbon credits.
If you’re looking for ways to think about investing in thematic ETFs or just want to get a sense of the options with a decarbonised future, this episode is a great primer.
Podcast talking podcast with Global X ETFs’ Blair Hannon
We are seeing a lot in the media and the press about the economy at the moment, how would you describe the macroeconomic environment in two sentences?
What have you learned anything about investing over this last year?
Moving into GX – When it comes to portfolio construction and management, what does GX do differently from most of your peers?
How do you think about ESG or responsible investing?
- What do people need to know before investing in ESG strategies?
But isn’t this all just a fad? How do you avoid getting swept up (or crashing down) with the fear of missing out (FOMO), or fads?
What are some of the approaches worldwide from governments supporting decarbonisation?
Within the decarbonisation theme, what are the major sub-themes or trends investors should know?
- Electric Vehicles (EVs) – can you describe the opportunity, the upside, the downside, how to play it?
- Nuclear Power – why is nuclear so controversial?
- Carbon Credits – can you describe how the market is made and why this solution is synthetic and not physical?
How do you explain what you do to your children, and how do you teach them about money?
What advice would you have for other partners or parents who are trying to bring the finance or money conversation into a family setting?
