1. Research
  2. About us
  3. Analysts
  4. Luke Templeman

Davos 2020: We need to talk about (sustainable) growth...

January 13, 2020
Ahead of the World Economic Forum’s meeting in Davos, this piece summarises the topics we expect to address in conversations with leaders of global organisations, politicians, entrepreneurs, investors, and other experts on the subject of growth and the increasing awareness of its side effects. [more]

More documents from Luke Templeman

55 (37-48)
January 17, 2019
39
Many investors think of themselves as apolitical, however, recent market turbulence has reinforced just how much politics can affect business and finance. This issue of Konzept offers incisive opinion on some pressing political issues, including the trade war between China and the US, next year’s US presidential election, European populism, technology regulation, Brexit, and more. We also examine how the latest developments in artificial intelligence and machine learning are helping investors forecast the market impact of political events. [more]
October 4, 2018
46
Should investors care that Samsung’s ‘scope one and two’ carbon emissions are 150 times higher than those of Apple even though the companies have similar revenue? Caroline Cook, Equity Analyst, says - no. Yet too many ESG investors still incorrectly compare ‘scope one and two’ data purely because it is the most widely disclosed. That is a mistake. [more]
October 4, 2018
Topic:
48
Investors have long attempted to incorporate ESG information into their stockpicking decisions, however, ESG funds have underperformed the market. This issue shows how the latest developments in artificial intelligence and machine learning are finally giving investors the upper hand. Big data catches out ‘greenwashing’ and provides forward-looking market signals that outperform the market. This is a boon for investors who want to determine how ESG issues affect the fair value of stocks. [more]
6.7.9