Relative Return: Calling out the BS in ESG
An episode of the Wealth Management Podcast Network podcast, hosted by Momentum Media, titled "Relative Return: Calling out the BS in ESG" was published on May 4, 2023 and runs 34 minutes.
May 4, 2023 ·34m · Wealth Management Podcast Network
Episode Description
In this week's episode, Infinity Asset Management's chief investment officer, Piers Bolger, shares his insights on BHP, Westpac, Afterpay, managed accounts and the marketing spin surrounding the ESG movement.
Mr Bolger sits down with host and senior journalist James Mitchell to discuss:
- How he started out in financial services
- The impact of rising rates on assets and asset allocation
- Why Infinity never bought (or sold) Afterpay
- Why he likes BHP but doesn't like Westpac
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