This is just a short preview of a special edition of the Good Investing Podcast featuring Investment Director Nathan Parkin. Nathan walks us through Ethical Partners approach to investment in one of the most challenging macro environments in living memory. We review the year, neatly broken into four very different quarters. Nathan speaks about how the second quarter threw up opportunities to own the very best companies in the market – opportunities that come around only once a decade. Nathan also gives us unique insights into the differences between investing in a rising inflation environment vs the low interest rate environment of 2018-2020. He also translates the macro environment to what it actually means for companies on the ground. We talk about excessive pessimism and why when that occurs it can actually be a good time to invest. We break down inflationary drivers and pinpoint why on balance of risks, the worst may be behind us. Nathan outlines key company positions and how the portfolio is positioned going into 2023 including 1) why the portfolio is overweight consumer discretionary companies despite the consensus expectation being that consumer spending will slow next year and 2) why the portfolio is underweight resources. Full episode out soon.

This is just a short preview of a special edition of the Good Investing Podcast featuring Investment Director Nathan Parkin. Nathan walks us through Ethical Partners approach to investment in one of the most challenging macro environments in living memory. We review the year, neatly broken into four very different quarters. Nathan speaks about how the second quarter threw up opportunities to own the very best companies in the market – opportunities that come around only once a decade. Nathan also gives us unique insights into the differences between investing in a rising inflation environment vs the low interest rate environment of 2018-2020. He also translates the macro environment to what it actually means for companies on the ground. We talk about excessive pessimism and why when that occurs it can actually be a good time to invest. We break down inflationary drivers and pinpoint why on balance of risks, the worst may be behind us. Nathan outlines key company positions and how the portfolio is positioned going into 2023 including 1) why the portfolio is overweight consumer discretionary companies despite the consensus expectation being that consumer spending will slow next year and 2) why the portfolio is underweight resources. Full episode out soon.

The Good Investing Podcast connects you with successful investors and business leaders who invest in, or are experts in, a range of industries… but do it with a difference. These leaders of industry are the best at what they do in their chosen field but all have one thing in common - they are passionate about doing things the right way. They are not-for-profit pioneers; they are good governance experts; they are social entrepreneurs; they consider financial and social investments thoughtfully for the long term. They are people that inspire us all to make a bigger difference in the things that matter in the lives we lead.

The Good Investing Podcast connects you with successful investors and business leaders who invest in, or are experts in, a range of industries&hellip; but do it with a difference. These leaders of industry are the best at what they do in their chosen field but all have one thing in common - they are passionate about doing things the right way. They are not-for-profit pioneers; they are good governance experts; they are social entrepreneurs; they&nbsp;consider financial and social investments thoughtfully for the long term. They are people that inspire us all to make a bigger difference in the things that matter in the lives we lead.

Ethical Partners – Good investing Podcast

The Good Investing Podcast connects you with successful investors and business leaders who invest in, or are experts in, a range of industries… but do it with a difference. These leaders of industry are the best at what they do in their chosen field but all have one thing in common - they are passionate about doing things the right way. They are not-for-profit pioneers; they are good governance experts; they are social entrepreneurs; they consider financial and social investments thoughtfully for the long term. They are people that inspire us all to make a bigger difference in the things that matter in the lives we lead.

The Good Investing Podcast connects you with successful investors and business leaders who invest in, or are experts in, a range of industries&hellip; but do it with a difference. These leaders of industry are the best at what they do in their chosen field but all have one thing in common - they are passionate about doing things the right way. They are not-for-profit pioneers; they are good governance experts; they are social entrepreneurs; they consider financial and social investments thoughtfully for the long term. They are people that inspire us all to make a bigger difference in the things that matter in the lives we lead.

Ethical Partners – Good Investing

Episode 21 Preview: Special Edition - Nathan Parkin: 2022 and once in a decade opportunities; inflation outlook; excessive pessimism and positioning for 2023