I am the director and founder of Econ Americas, a financial consultancy devoted to alternative investments in Latin America. In addition to equity research, my team facilitates investor and media relations related to economics and finance.
I am host of the Gold Newsletter Podcast, a columnist for the Epoch Times, and a research associate with the Frontier Centre for Public Policy. Previously, I was an investment analyst for Bluestem Equity in Houston, Texas.
I hold an MBA in finance from Rice University (2021), a BA in economics from Boston University (2007), a BA in political science from the University of Waikato (2009), and a certificate in Cuban history from the University of Miami (2013). I have passed CFA level one.
I was born in New Zealand and came to the United States on an athletic scholarship in 2003. While I reside in Colorado, I have lived in six other states and seven other countries. I am a citizen of Canada, Ireland, and New Zealand.
Talk is cheap, and I have always been suspicious that the ESG talk from prominent financiers was hollow. The challenge for these men is that they both want to appear noble in corporate circles but also want to profit from immense opportunities in China's centrally planned market. These investors will, therefore, come up with all sorts of mental gymnastics to gloss over and rationalize the plain truth that they are getting into bed with tyrants.
These investors tend to be extremely intelligent men. That suggests they are either willfully ignorant or are willing to let go of integrity to make a buck. Many will do what is expedient for the bottom line, which often means pretending to care about ESG and other social movements while doing the opposite when no one is looking.
https://realmoney.thestreet.com/investing/stocks/can-fund-managers-really-ignore-china-issues-any-longer--1589078627 January 2022
But not everyone on Wall Street thinks companies out-of-step with environmental trends will end up underperforming for shareholders in the long run.
“That was the initial hope when ESG [environmental, social, and corporate governance investing] rose in popularity in the mid-2010s,” says Fergus Hodgson, director of research organization Econ Americas. “However, hopes for ESG investments now tend to be just that ESG will keep up with regular stocks.”
https://progressive.org/latest/wall-street-takes-on-big-oil-whittaker-210913/22 November 2021
While RBC’s intentions are noble, such efforts can backfire if they add extra costs to the offering or are slow to attract investors, argued Fergus Hodgson, director of Econ Americas, an equity research and investor relations firm in Cheyenne, Wyoming.
Still, deals that bring smaller, diverse firms into the mix are ultimately worthwhile because they burnish the issuers’ reputation with regulators and get the attention of a growing number of investors focused on environmental, social and governance issues, Hodgson said.
“I don’t see this as optimal for resource allocation or cost-effectiveness,” he said. “I do see it as an intelligent marketing strategy.”
https://www.americanbanker.com/news/big-banks-emphasize-diversity-in-capital-markets-deals22 November 2021