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Balancing returns and sustainability

10 Jun, 2024 | Return|

Join Jock Glover as he sits down with Matt Lawton, Portfolio Manager of the T. Rowe Price Global Impact Credit Fund. Matt dives into his impact investing philosophy in the bond market, tackles the confusion for investors around the greenwashing narrative, and highlights why short-duration credit is a key area of opportunity in fixed income investing today.  

 


Don't have time to listen to the full episode, jump to your favourite part:
 

  • 01:24: What was the rationale behind launching this strategy, and how does it fit within the market?
  • 02:40: How do you identify and measure the impact of your holdings in the portfolio?
  • 04:01: How do you select the companies you invest in?
  • 05:27: How does your team typically spend its days and weeks?
  • 10:37: What keeps you up at night?
  • 11:58: Can you provide examples of companies or sectors you’ve chosen not to invest in due to greenwashing concerns?
  • 13:42: What interesting statistic have you heard this week that you think our listeners would enjoy?
  • 15:31: Where are you seeing the most interesting opportunities for investors?

 

This podcast was recorded in May 2024. This podcast is issued by Square Mile Investment Consulting and Research Limited which is registered in England and Wales (08791142) and is a wholly owned subsidiary of Titan Wealth Holdings Limited (Registered Address: 101 Wigmore Street, London, W1U 1QU).

This podcast is for the use of professional advisers and other regulated firms only and should not be relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd (“SM”). SM makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of SM at the date of issue but may be subject to change without reference or notification to you. SM does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and SM shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. SM does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not a guide to future returns. 

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