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They are again, evolving as well with regards to what is material, what is important to determine those investment outcomes longer term. These are products and solutions that are going into electrical systems for buildings, whether it be commercial or residential. They're certainly the largest asset for most companies.

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Today, I'm joined by my colleague, Pilar Gomez-Bravo, who is an Investment Officer and Leader at MFS and manages our Global Fixed Income and Credit Strategies. And in many cases, it's been really helpful. It takes being able to, with patience, explain why it's important to combine sustainability with the business aspect. So I think about those two things and how we can facilitate that not only within our organization, but how we advocated for that more broadly is the value of this kind of collective wisdom, the collective expertise, but also not falling down and being too dogmatic about certain things of ways that we can approach them today given what we know, given we know how much there is to come and how much is yet to emerge in terms of how we're actually going to address some of these systemic issues. Actually, given that, I want to ask you what you think we missed in season one so far. And some that really require patience and time, and always engagement at every point in time, whether they're short-term decisions or long-term decisions in the portfolio. We really do ask our companies to disclose where it makes sense, because it is so helpful to try and understand that picture from the company it is only one part of that view. Stream i find mfs like u really interesting bro by groovy bot | Listen online for free on. Realizing that was not my calling, finished doing an MBA in the US. As you spoke about material elements of ESG or how we distill signal from noise, is there anything that you think has evolved in the last few years for you in terms of how you think maybe about the E and the S factors? Rather than maybe the stability that sometimes, I think, as humans we all crave. Past performance is no guarantee of future results. And with the science-based target approach, there isn't the use of carbon offsets.

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And likewise, it really does matter what's going to happen in terms of that big climate risk, which again, will, we can talk more about, but that is going to be material over that longer term horizon, as is the climate opportunity, right? Ross Cartwright: Okay. And being able to bring knowledge from other areas to whatever the discussion is at hand is really important. You drill into that, asking them questions as to how that sustainability element is relevant for their business. We've seen many of the very heavy polluting stocks up, you know, 50%, 100%, straight shots, you know, and I don't own any of those. I like it a lot, the whole being more than the sum of its parts. And, you know, really kind of create impact. Vish Hindocha: I love that. I find mfs like you really interesting quiz. Because again, they're not separate, they're together. This shit taste insane though shit wild seafood pasta uk what 'm.

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And as part of hearing those outside experts maybe along the value chain and for our audience to hear from their peers on how they're overcoming some of their challenges. Ihhhi ifind mfs lke u really interesting bro. What does a high-quality plan entail for you? Very high barriers around the business that include quality and safety assurances, regulatory requirements, sometimes patent protections and in the global and service distribution network that work very closely with customers in development projects, right from the very start. I find mfs like you really interesting guy. Vish Hindocha: Again, just thinking about your journey from there, Silicon Valley, you mentioned and obviously, as an investor at MFS and the different roles that you've had at MFS, I'd love to know what is your driving motivation? That is actually the beauty of portfolio construction is to require a minimum level of threshold to be able to make those decisions that you have to make on a more agile fashion, but understand that you have to have the nuanced approach and the flexibility. The strength of institutions, the rule of law, regulation, et cetera.

I mean, that's fantastic. I did a little bit of both and then eventually settled in capital markets, where I fell in love with fixed income, actually. But I really loved how Pooja spoke to how you can think about systems thinking from both of top-down and the bottom-up perspective, and it's the marriage of the two, which is where some of the magic really lives in our fundamental process. You don't see them until you do. I mean, I've often thought about this and ended up chasing Mytel. I find mfs like you really interesting video. And I think a good discussion is incredibly valuable with two experts, because one thing that you'll find is if there's a host or somebody who just has one view, but you don't get the rebuttal from another expert, it can be really difficult as a layperson or as an educated audience member to really know whether they're telling you the whole truth or kind of cherry picking. I think it also gets to a lot of what we talk and think about in the realm of sustainability or ESG investing is really the fact that this lives in intangible aspects and facets of investing that are really, really hard to quantify short term, and actually can manifest themselves in very erratic and episodic ways that are hard to measure point to point. And thank you everyone in the audience for listening. So we get to net zero by 2050 and ideally earlier. And also the inflation has just been very, very visible to everybody. We know that ESG application is nuanced and is nuanced particularly by some of those sub-asset classes.

One thing that really resonated with me is that none of this is really very easy, and you really have to beneath the surface to really understand the nuances and the tradeoffs and the impacts as we seek to navigate through them, that there aren't unfortunately any easy ideas in this space. Have grit and have passion. And for two plus two to be five, you need to bring more than just the expert knowledge to the table. So I think getting some other, maybe not dissenting opinions, but just people from different backgrounds might be very useful, and that can really help us stress test our assumptions. Nicole Zatlyn: That, as you say, there have been many so it's impossible to pick but I will say my first grade teacher was in this pretty remote part of the world. I'm going to go for one of my favorite hobby horses, which you know well, which is the right tool for the right job. Thank you for sharing that. That really gave you the edge. You had lots of those roads less travelled. It's something that, again, we're kind of trying to get at, especially because over a long period of time, you probably will see it even if you don't in the next quarter or two. Well, it wasn't the most direct way. I mean, this is, again, this is a global issue, you can't unsee it. George Beesley: Thanks, Vish.

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