ESG

Magic Markets Ep118: The Equity Layer in Solar Investing (with Westbrooke)

2023-03-30T10:34:39+02:00

In Episode 118, we brought the sunshine to Magic Markets. Saul Maserow and Dino Zuccollo of Westbrooke Alternative Asset Management joined us to talk about Westbrooke’s response to the solar financing opportunity that has been thrust into the limelight (or sunlight?) by the failure of South Africa’s national power utility. Westbrooke’s approach is a little different, focusing on the equity layer in the capital stack. Equity can be difficult to raise, particularly as most funding in the market seems to focus on debt for these opportunities. Although Westbrooke’s activities in this space are not open to the public for investment, there [...]

Magic Markets Ep118: The Equity Layer in Solar Investing (with Westbrooke)2023-03-30T10:34:39+02:00

Magic Markets Ep115: Clean and Green US Stocks

2023-03-08T23:41:38+02:00

In this episode of Magic Markets, Craig Antonie of AnBro Capital Investments joined us to discuss a few energy opportunities in the US that the AnBro funds have positions in. There are both dividend- and growth-oriented funds available at AnBro, so there is something for (almost) everyone. The energy theme is a major driver of global markets at the moment, with a clear push towards clean and green energy (not always the same thing) and inflationary pressure in fossil fuel prices as a result. With a major regulatory move in the form of the Inflation Reduction Act of 2022, the US [...]

Magic Markets Ep115: Clean and Green US Stocks2023-03-08T23:41:38+02:00

Magic Markets Ep91: Investing in Solar

2022-08-31T22:50:51+02:00

In the investment equivalent of chasing the sun, we meet the team at Westbrooke responsible for the solar investment strategy. Clearly, this is an asset class that resonates with South Africans who are used to being in the dark. Ryan Rittoff and Saul Maserow are passionate about what they are doing. In typical Westbrooke fashion, the group is investing and gaining real-world experience in this space before opening it up to external investors. In the meantime, Westbrooke would love to chat to you if you have commercial or industrial solar projects that need funding. For more information on Westbrooke’s alternative asset [...]

Magic Markets Ep91: Investing in Solar2022-08-31T22:50:51+02:00

Magic Markets Ep49: Heroes and Net Zeroes

2021-10-28T13:22:56+02:00

There’s nothing more topical than ESG and climate change. There’s also nothing more complicated and politically sensitive on the global stage. With COP 26 taking place soon in Glasgow, everyone is focused on ESG. We are seeing this in the markets, in corporate strategies and in asset management products. To help us make sense of it all and to get a global view on these matters, we were thrilled to welcome Kate Mackenzie to the show. Kate is a Bloomberg Green Columnist based in Australia. We had to navigate some tricky time zones to make this episode work, but that pales [...]

Magic Markets Ep49: Heroes and Net Zeroes2021-10-28T13:22:56+02:00

Magic Markets Ep37: Satrix Responds to our Criticism

2021-10-03T13:39:07+02:00

In Episode 35 of Magic Markets, we briefly discussed the new Satrix Inclusion and Diversity ETF and what we felt were its shortcomings. The Satrix team subsequently reached out and offered to appear on Magic Markets to answer our questions and respond to our criticisms. Siyabulela Nomoyi, Quantitative Portfolio Manager at Satrix, joined us for Episode 37 and we asked a series of tough questions. This episode was not paid for by Satrix and we did not send our questions beforehand. We are grateful to Satrix for the willingness to engage on this basis and we hope our listeners enjoy the debate around [...]

Magic Markets Ep37: Satrix Responds to our Criticism2021-10-03T13:39:07+02:00

Magic Markets Ep35: Sell-offs and Sell-outs

2021-09-07T12:09:59+02:00

There were some big moves in the market this week, including an interesting situation where both equities and yields dropped in the US, which wasn't nearly the "sell-off" that many referred to. Still, that's an unusual combination and is one of the talking points in Episode 35 of Magic Markets. Hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) also discuss technical levels and sentiment around Bitcoin, as well as thoughts around knowing when to sell winners. But first, the focus is on the new Satrix Inclusion and Diversity ETF, which supposedly looks at ESG metrics but still manages to include the likes of Sasol and [...]

Magic Markets Ep35: Sell-offs and Sell-outs2021-09-07T12:09:59+02:00

Magic Markets Ep32: The ESG Enforcer

2021-09-07T12:09:59+02:00

The concepts of "ESG" and "sustainable investing" are now front-of-mind for institutional investors, but what does this mean in practice? Just Share is a non-profit shareholder activism organisation. The focus is on inequality, climate change, diversity and transformation. Importantly, the approach taken by Just Share is practical and makes absolute economic sense. These are hard-hitting issues that don't just impact the planet and society, but have a significant impact on share portfolios as well. Hosts The Finance Ghost and Mohammed Nalla (Moe-Knows.com) were thrilled to welcome Tracey Davies as a guest on the show. Tracey is the Executive Director of Just Share and is a recognised subject matter [...]

Magic Markets Ep32: The ESG Enforcer2021-09-07T12:09:59+02:00

Magic Markets Ep6: Sustainable Investing

2021-09-07T12:10:16+02:00

We aren't going to even entertain the thought of denying that there's a global emergency for humans to find a more sustainable way to exist on this planet. That doesn't just drive an imperative for corporate leaders to think about climate change and sustainability; it creates investment opportunities as well. In the final Magic Markets episode for 2020, we unpack the link between ESG (Environmental, Social and Governance) metrics and sensible long-term investment principles. This episode is sponsored by Gray Capital, an independent wealth management company. Gray Capital combines the art of financial planning with the science of investing, helping you [...]

Magic Markets Ep6: Sustainable Investing2021-09-07T12:10:16+02:00

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