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Tattoo Shops In Wisconsin Dells

Stream I Find Mfs Like U Really Interesting Bro By Groovy Bot | Listen Online For Free On: 35 Work From Home Memes That Will Make You Laugh Because It's True

So we are looking to make an investment in strategy and manage and compound that over multiple years. That's the multidisciplinary thinking. And then being able to have the flexibility to adapt to the different circumstances of the region or the asset class that you're looking at. We Found Zack Fox's Top Secret Lemon Pepper Wing Spot, Should We Blow Up The Spot. So I think that you're absolutely right, there aren't hard numbers. Another area where we see good pricing power is within industrial gas companies.

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I'm going to have to come up with a menu-based analogy for you later on. Dave's going to help unpack pricing power for us a little bit. A bit like we mentioned before, thinking deeply can take a long time. I find mfs like you really interesting youtube. Again, a few weeks later, they sent me in the post some Pokemon cards in Japanese for them. It's much about demand and how those things interact to drive ultimate profitability. Investment decisions in fixed income are similar. I don't even think u really hungry ike that tbh bro. Nicole Zatlyn: Sure, well in terms of ESG philosophy, I view it as a non-negotiable. So we have a wild, half-trained dog and that we basically never socialized.

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Speaker 6: Might be different. So thank you for your time. And therefore, again, a portfolio construction approach. Been great to have you on. And in many cases, it's been really helpful. And this is where, again, there's just so much work to be done with the actions so that we actually hit these targets that are now being set. In that way, ultimately, and I ended up in an investment bank in New York City, as a 21 year old and ended up with some incredible mentors for whom I'm incredibly grateful that really did show me that path of how it was possible to become involved and through the investment process. Pilar, just before we dive deep into sustainability and fixed income, I'd love to learn a little bit more about you, or share more with our listeners about you. And then I love hiking so that thinking after the reading, I'm thinking of trying to understand art and artists and ideas from all different spheres. I find mfs like you really interesting video. Well, yes, definitely. So a couple of examples I think that Mahesh gave were under engagement. Access to all L. TACO articles, and the incredible L. TACO mobile app, plus free access to our yearly event series. Pilar, so thinking about all of that now, what is your why today?

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When you're going to invest over seven, eight, nine, 10 plus years, you're really looking at places where, again, people are, they want to stay, they want to get involved, they want to work really hard and be productive, and really contribute to an outstanding opportunity that they see in front of them. I think that something that we talk a little bit about is how we'll meet with clients who might actually get what we're saying, but then there are end beneficiaries or there's other things within their context that mean that they can't actually act in a way, even though they might think that it's the right thing to do. And then we have, of course, the generalists who are looking at, you know, I've seen companies like this before. 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. And therefore be able to drive better investment outcomes. I find mfs like you really interesting and fun. We used to work together back in our investment consulting days, and then I left the field of investment and went and did the startup thing for a while. Nicole, before I ask you some more questions, a little bit more about you, like are there themes in this whole space that you're watching very intently, that you are looking to kind of play out or you know, excited to see how they may play out over time? I am happy with what you said that you think it's now mainstream. Dave Falco: Hello Ross. Vish Hindocha: Nicole, I really want to ask you about climate. 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. These are your hors d'oeuvres.

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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. A few years ago, again, they were getting kind of much smaller participation. And sometimes actually, management or issuer teams, because sometimes the discussions are with sovereigns. I'll start and think about for me. I think I must have said this in multiple episodes that I think best practice in the whole field of sustainable investing is yet to fully emerge. So an investor might have different goals when engaging with a corporate versus the sovereign. And I am constantly pointing people to the articles, to the research that is coming out of the Santa Fe Institute. And yeah, just a quick thank you to say thanks very much for hosting season one. Again, it's sort of, to my eye anyway, going largely mainstream now. But until they can demonstrate six months worth of commitment that they will look after it, we're going nowhere near the dog.

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And Charlie Munger, obviously the author of investors thinking about mental models to begin with and then some of the ones that he uses. I think maybe on embracing complexity and thinking about systems thinking more bottom-up, I do wonder if we could go deeper on some of the sectors and to really kind of unpack some of that complexity. I guess just one other thing, because we've talked a lot about data. And I think the Disclose, Plan, Act framework has been really, really helpful. And if you do have any questions you'd like us to cover, we'd love to hear from you. So Disclose their missions, we need that disclosure. Because again, you can't just turn around and five years from now wake up and say, and look, we're seeing this right now with the great resignation that's going on, and all of a sudden say, "Yeah, I know, we've had a really crummy culture for the last five years, but today, you're gonna have a great one. " And again, we would welcome any of your input or thoughts as we look ahead to season two. I think that you have to have grit and resilience, and again, keep in mind what the purpose and the goal is, and why you're doing what you're doing. And it comes back to this idea that we are long-term investors. And she was just unbelievable. And I guess the other piece would just be the trying to adjust parts of unequal systems with my time, energy and resources. And you can get two plus two equals five. Additionally, we'd like to see return on capital, actually increase at companies during inflationary periods or certainly during persistent periods of inflation.

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All of us are beholden to other stakeholders, all of whom care about this issue one way or the other. We saw through the proxy season last year, we just saw it again recently, you know, a company we are invested in, as there was a proxy vote on your scope three emissions disclosure, and you know, these are now passing. And so I was very focused there for a very long time, frankly. It's not like if they just wanted to, they could become this carbon-free business just by turning a switch. But not really on fixed income. Sometimes you think that something is very specific to an asset class, but then you find out that again, that there are common elements across the different teams that can be shared.

And really importantly, how is management viewing that, thinking about that and what are they doing around some of the issues that do arise? And, you know, that was very evident to me as a five year old in that intersection. We're looking for that Plan that does align with the Paris Accord. So because of all of that, and again you touched on the complexity, I agree with you that the short-termism is only likely to exacerbate some of the problems and some of the agency issues, the principal agent issues that you pointed out. Those are two recent examples where they're not necessarily easier sectors.

I had a mother in one of my kids' class, would deliver food to me that she had cooked for us, because she knew that obviously I was going to be extremely busy. 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? But there are definitely some lessons I think that we can use and we can apply. So embracing complexity, I think we talk about it most days, Vish. I thought this was a call around sustainability. " And those are the core that you always grab as a safety blanket, as you jump into the ever-changing world. I learnt a lot by talking to the various experts at MFS about how they think about sustainability and how they apply it. You end up talking very complex level of detailed analysis on whether you're looking at carbon emissions or you're looking at exactly how to measure scope three. Because frankly, I guess what I would say is that two plus two can be five.

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