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Because it's an industry where you're managing people's money, you have to be very thoughtful. Ross Cartwright: Again, David, really interesting stuff. I find mfs like you really interesting quiz. It's been such a pleasure. And it's kind of like the greatest part of every single day, just knowing that there are so many things that you don't know in the morning, that you're going to just be digging into, so that you're getting a better idea. So here, in terms of supply chains, it's really trying to understand how the companies are approaching their supply chains.
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Yeah, I think it certainly did, and in a number of different episodes. Vish Hindocha: Yeah, I agree. What else would you add, George? I'm a huge believer. Understand what is important. Nicole Zatlyn: If I can take that in two parts. David Falco: I guess a couple of things really come to mind now. Their steady margins and return profile over an extended period of time is representative of the pricing power that they have, and the excess returns haven't been competed away or new entrants coming in or negative price adjustments. You need people that are resilient, that have grit and that can adapt to change, because the world is changing quite quickly. I find mfs like you really interesting and beautiful. So 43% is 43%, 83% is 83%. So maybe as well as outside experts and people like us taking different approaches, maybe it would be helpful to have of asset owners, consultants, NGOs, others across the value chain, even companies on talking about the different approaches that they're taking. So, you know, in different parts of the world, there are some publicly available, this isn't secretive stuff, that where we can capture snapshots in time of employees. So I would say that if you have those two, then you'll get anywhere you want. It fits well into other strategies across the firm.
So really what we're looking for is companies that are durable and resilient businesses. Vish Hindocha: Hello, and welcome to another episode of the All Angles podcast, where we look to unpack the wonderful world of ESG investing one conversation at a time. Vish Hindocha: Nicole, I really want to ask you about climate. I think that Mahesh phrased it as don't just copy and paste. Stream i find mfs like u really interesting bro by groovy bot | Listen online for free on. Again, I think one of the things that's so great about MFS, wherever this stock is domiciled, it's not usually where they have all of their business. I think that when you have a global approach, you realize that you have to have some sort of level of minimum common denominator that really guides your philosophy. And we want very, very low diversity on that. There never have been, and there never will be, I think. The process of sustainability is the process of listening.
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And then it's really helpful that we get in that together and truly understand those different targets. Pilar, so thinking about all of that now, what is your why today? So, I think that would be really valuable. So we might see, for example, a portfolio manager divest from heavy emitters, because what they're trying to do is green their portfolio, and they're doing that on the back of enthusiasm for ESG and funds that perform favorably versus others. No, no one's ever told me that before. " It's like the industrial revolution in terms of the amount of lending that is going to be required to fund the investments, that are required in new technologies and an evolution towards a more sustainable path. I find mfs like you really interesting quotes. That makes a lot of sense to me. And so these are the conversations we have around these issues. Something you said there sort of sparked to thought. Actually, given that, I want to ask you what you think we missed in season one so far. And that ultimately, you as a lender or an investor will be rewarded for that.
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But given that there are lots of nuances, we shouldn't just copy and paste, and take one thing and apply it to another, because the context is often different. I mean, this is, again, this is a global issue, you can't unsee it. So embracing complexity, I think we talk about it most days, Vish. With a corporate, it might be to help them manage a material ESG risk or opportunity whereas with sovereigns, given that we know that there's limited agency, it might be to instead learn more so as that we get a better, clearer idea of how we want to value that security. And then you translate that to paying attention to what matters, which is the people, climate. So for me, what I think is different, and when you think about sustainability as well, is being able to have that holistic approach. If we just think about, I think, in 2021, we've seen the numbers now globally, there was approximately $900 billion spent on clean energy. It's not going to work like that.
I think, stepping back a little bit, that's often the greatest opportunity as well, right? How did you get to be an investor at MFS and one that's focused on the companies that you are in, in the Climate Working Group and all of those wonderful things? When you look at some of these businesses, where have you seen that competed away or where have you seen companies lose pricing power? I thought that was fascinating, and I don't think I'd actually heard of that kind of bottoms-up application. It was a short speech, but very powerful, just to bring back again, the essence of the main changes that we've had in societies.
I had recently an engagement meeting with the chairman of the board of one of the companies that we lend to, that have had recently some issues. Or using you've mentioned ratings before, but marking down companies for controversy versus trying to price things for the future? So, it's trying to put together some of these topics, and see where it sits within the importance on the management team, and where it sits within the board as well. I did a degree in law and another degree in economics to figure out which one of those two paths I wanted to follow.