Robert G. EcclesauthorFollow SustainabilityTenured Harvard Business School professor, now at Oxford University. The answer to who’s missing is nearly every single asset owner and asset manager of any significance. Let me explain why. An investor friend recently sent...
Robert G. EcclesauthorFollow SustainabilityTenured Harvard Business School professor, now at Oxford University. Last Friday I had lunch with a friend who is a board director and on the audit committee of a company that must comply with the EU’s “Corporate...
Robert G. EcclesauthorFollow SustainabilityTenured Harvard Business School professor, now at Oxford University. For most Americans the answer is “Not much.” Here’s how I reach this conclusion. Last weekend I read the report “Politics Without Winners CAN EITHER PARTY...
Robert G. EcclesauthorFollow SustainabilityTenured Harvard Business School professor, now at Oxford University. Investment Thesis Demand for copper is going to increase dramatically between now and 2050 in order to achieve the needed energy transition. There is more...
Robert G. EcclesauthorFollow SustainabilityTenured Harvard Business School professor, now at Oxford University. Last month the Institute of International Finance (IIF) published a very thoughtful staff paper titled “Resetting the Debate on the Role of Private Finance...
Robert G. EcclesauthorFollow SustainabilityTenured Harvard Business School professor, now at Oxford University. Support for nuclear power is continuing to grow as more people recognize that it is a source of dependable, emissions-free energy. Recently, 14 of the...
Robert G. EcclesauthorFollow SustainabilityTenured Harvard Business School professor, now at Oxford University. For the past few years I have been following, writing about, and participating in the “ESG Culture Wars” in the U.S. There has been a great deal of...
