Is ESG’s Implementation Putting Some Stocks at Risk?

Hear about research that shows that more pain is in store for many sectors in the ESG transition, from the authors.

Related Links

• The Speed of the Energy Transition

Mark Campanale

Mark Campanale is thefounder and executive director of Carbon Tracker and conceived the ‘unburnable carbon’ capital markets thesis in 2011. Since then Carbon Tracker has grown cementing further terms such as carbon budgets and stranded assets in the financial and environmental lexicon. Mark is responsible for management strategy, board matters and developing the capital markets framework analysis.

Mark has twenty-five years experience in sustainable financial markets working for major institutional asset management companies.

Kingsmill Bond, CFA

Kingsmill Bond, CFA, is the Energy Strategist for Carbon Tracker. He believes that the energy transition is the most important driver of financial markets and geopolitics in the modern era.

Kingsmill has worked as a sell-side City equity analyst and strategist for 25 years, including for Deutsche Bank, Sberbank and Citibank in London, Hong Kong and Moscow. He has written research on emerging market and global themes, including the wider significance of the shale revolution and the impact of US energy independence.

At Carbon Tracker he has written about the impact of the energy transition on financial markets, domestic politics and geopolitics, and authored a series of reports on the myths of the energy transition, looking at the many arguments made by incumbents to deny the reality of change.

He has an MA in history from Cambridge University, qualified as an accountant (CIMA), and is holds the Chartered Financial Analyst (CFA) qualification.

The InsuranceAUM.com podcast is available on